Add signatories in self-served contract requests when the contract is generated from a template configured with signature blocks.
Before you begin
Role required: sn_cm_core.contract_fulfiller or sn_cm_core.contract_user
Procedure
Navigate to your workspace.
Open the contract request that is assigned to you or for which you're a collaborator.
In the Signatories tab, select Add.
On the Add Signatory form, indicate whether you are configuring an internal or external signatory by selecting Internal or External.
Figure 1. Add signatory
Configure the signatories.
Option
Steps
Internal
In the Internal Signer field, enter the name of the signer.
The fields Authorized signatory name, Signatory, and
Signatory email are automatically populated.
In the Order field, enter the order in which the contract should be sent to the signer. The order value should be unique.
In the Signatory Role field, select the role for the signatory.
Note:
The field is enabled only for Docusign electronic signature. For wet signature and offline signature, the field is inactive and the default value is set to Signer.
The Signatory Role field is visible only when the sn_cm_core.enable_docusign_signature_roles system property is set to
true.
In the Authorized signatory name field, enter the external signer's name.
In the Signatory field, enter the external signer's title.
In the Signatory email field, enter the external signer's email address.
In the Order field, enter the order in which the contract should be sent to signers for an e-signature. The order value should be unique.
In the Signatory Role field, select the role for the signatory.
Note:
The field is enabled only for Docusign electronic signature. For wet signature and offline signature, the field is inactive and the default value is set to Signer.
The Signatory Role field is visible only when the sn_cm_core.enable_docusign_signature_roles system property is set to
true.