Add and configure participants that act as placeholder for users who will be assigned as signers of a contract document.

Before you begin

A Microsoft Word document must have been uploaded and parsed to provide template mappings for the contract template. For more information, see Create a Microsoft Word legal contract template.

Role required: sn_lg_contracts.contracts_config

Procedure

  1. Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
  2. Open a contract template.
  3. In the Participants related list, click New.
  4. On the form, fill in the fields.
    Table 1. Participant New record form
    Field Description
    Name Unique display name of the mapped participant.
    Note: The length of the name should be equal to or less than the length allocated in the Word document template for a signer.
    Order Order in which the signature request will be initiated for the participant.
    Signer User field from the list of fields that are populated from the Signer [sn_lg_contracts_signer] table.
    Note: You can select only the highlighted user fields.

    The user in the mapped field is automatically added as a signatory in the document.
  5. Select Submit.