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

Update signatory details in an external contract document 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.

Antes de Iniciar

Role required:

• sn_lg_ops.legal_user and sn_cm_core.contract_user
• sn_cm_core.contract_fulfiller

Procedimento

1. Navigate to All > Legal Request > Legal Counsel Center.
2. Select the List icon ().
3. Navigate to Legal Requests.
4. Open a legal request.
5. Navigate to the Contract Requests tab and open the request.
6. Navigate to the Activity stream to learn 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 Contracts documents tab.
11. Select Sync document.
    A new contract document revision is created with the updated signatory information.
12. Select Save to save the contract request.
13. Select Send for signature.
    A message appears displaying details of the contract document that is sent for signature.
14. Select Send for signature on the confirmation message.