Send a contract document for signature

After a contract document has been reviewed and finalized, send the document for signature.

Before you begin

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

Role required: sn_cm_core.contract_user

Procedure

1. Navigate to your workspace.
2. Select a contract request.
3. Select the Contract documents tab.
4. Select Send for signature.
   Note:

   If a message says 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 external contract documents for signature (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.

Result

The document is sent for signature to the specified signatories. The contract state and contract status updates to Awaiting Signature. For more information, see Signature workflow for a contract request