Initiate an offline signature for a contract request

Initiate an offline signature when a contract has been signed outside Contract Management Pro and record the signed document in Contract Management Pro.

Before you begin

Role required: sn_cm_core.contract_fulfiller

About this task

Note:

The Initiate offline signature option is not available for wet signature and electronic signature. For more information, see Send a contract document for signature.

Procedure

1. Navigate to your workspace.
2. Open the contract request where the signature type is offline signature.
3. Select Initiate offline signature.
4. In the confirmation message, select Initiate.

Result

• The contract request state updates to Awaiting signature.
• Signature request emails are not sent to the signatories.
• The status of all signatories is set to Pending.

From this state, only the Upload signed contracts and Cancel signature actions are available.

For offline signatures, you don't need to select signatories while uploading the signed contract. For more information, see Upload a signed contract document.

To cancel the offline signature process, see Cancel the signature process.