Resolve the failure to send contract documents for signature (starting with Contract Management Pro 1.2.1)

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Update signatory details in an external contract document in Contract Management Pro when there is a failure in sending the document for signature due to a mismatch between the signatory information in the contract request and the contract document.

    Before you begin

    Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Select the Signatories tab.
    4. Select the signatory.
    5. Update the signatory information.
    6. Select Save.
    7. Select the Contracts documents tab.
    8. Select Sync document.
      A new contract document revision is created with the updated signatory information.
    9. Select Save to save the contract request.
    10. Select Send for signature.
      A message appears displaying details of the contract document that is sent for signature.
    11. Select Send for signature on the confirmation message.