Resolve the failure to submit a self-serve contract

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

    • As a legal user, resubmit a contract request that was not submitted due to incomplete signatory information by updating and syncing signatory information.

    Before you begin

    Role required:
    • sn_lg_ops.legal_user and sn_cm_core.contract_user
    • sn_cm_core.contract_fulfiller

    About this task

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Select the List icon (List icon).
    3. Navigate to Legal Requests.
    4. Open a legal request.
    5. Select the Contract Requests tab and open the request.
    6. Select the Activity stream to know the validation error.
    7. Select the Signatories tab.
    8. Select the signatory and update the information.
    9. Select Save to save the signatory details.
    10. Select the Signatories tab.
    11. Select Sync signatories.
      The contract document is updated with the new signatory details.
    12. Select Save.
    13. Select Resubmit.

    Result

    The contract request is resubmitted and the state changes from Draft to Work in progress.