Send a non-disclosure agreement document for signature

After a non-disclosure agreement contract document has been reviewed and finalized, send the document for signature.

Antes de Iniciar

The contract document must have been reviewed and finalized, and the contract status must be set to Document ready. For more information, see and Review a contract document in Employee Center and Work on a contract change request.

Role required: sn_cm_core.contract_user and sn_lg_ops.legal_user

Procedimento

1. Open a legal request.

   Method	Actions
   Employee Center	Navigate to All > Employee Center Select My Requests option on the header menu. Open your submitted non-disclosure agreement request.
   Legal Service Portal	Navigate to All > Legal Request > Legal Service Portal Select My Requests option on the header menu. Select View all requests. Open your submitted non-disclosure agreement request.

2. Select the Contract documents tab.
3. Select Send for signature.
   Nota:

   If a message states that the signatories are not in sync, update and sync them before sending the document for signature.

   • If you are using Contract Management Pro 1.2.1, see Resolve the failure to send contract documents for signature (starting Contract Management Pro 1.2.1).
   • If you are using an earlier version of Contract Management Pro, see Resolve an error during send for signature.
   A message appears displaying details of the contract document that is sent for signature.
4. Select Send for signature on the confirmation message.

Resultado

The document is sent for signature to the specified signatories. The activity stream displays details of the contract document that is sent for signature.

The contract state and contract status updates to Awaiting Signature. For more information, see Signature workflow for a request.