Send a contract document for signature

Send the document for signature after a contract document has been reviewed and finalized.

Before you begin

The contract document must have been reviewed and finalized. For more information, see Review a contract document in your workspace and Work on a contract change request.

If the contract request is linked to a parent contract request, the parent request must be in Contract signed or Closed complete state.

Role required: sn_cm_core.contract_user

About this task

Note:

The Send for signature option is not available for the offline signature. For more information see, Initiate an offline signature for a contract request.

Procedure

1. Navigate to your workspace.
2. Select a contract request.
3. Select Send for signature.

   Figure 1. Send for signature

   

   • If a message appears containing the details of the contract document, select Send for signature.
   • If a message appears stating that the signatories aren't synchronized:
     1. Update and sync the signatures.
        • For versions of Contract Management Pro starting with 1.2.1, see Resolve the failure to send contract documents for signature (starting with Contract Management Pro 1.2.1).
        • For earlier versions of Contract Management Pro, see Resolve an error during send for signature.
     2. Select Send for signature.
     3. Select Send for signature in the confirmation message.
   • If a message appears stating that the parent contract request is not signed, ensure the parent contract is either signed or unlinked before selecting Send for Signature.

     For more information, see Remove a linked contract.

Result

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