Add external signatories widget in third-party paper record producer
Add the external signatories widget to a record producer enabling you to add external signers.
Before you begin
Role required: admin
Procedure
Navigate to All > Legal Administration > Legal Catalog > Record Producers.
Select the third-party paper record producer (Example: Third-party Contract Review) for which you want to add the supporting document widget.
Configure the variable set.
- Navigate to Variable Set related list.
Variable set for record producer
2. Select **Edit**.
3. Add the widget by moving **External signatory details** from the Collection to the Variable set list.
Add external signer widget
4. Select **Save**.
External signer widget added
Enable the external signatories widget in edit request mode.
Navigate to All > System Definition > Business Rules.
Search for Contract-generation variable change and open the record.
Navigate to Advanced related list.
In the script, find the following code block.
if (documentType == 'third_party_contract') { var contractRequestResponse = contractExecutionUtils.createOrEditContractRequest(current, documentType, contractType, signatureType, null, 'edit'); if (contractRequestResponse.success == false) { current.comments = response.message; current.update(); return; } contractCoreUtils.createOrUpdateDocumentsFromWidget({ ...commonArgs, contractDocuments: current.variables.contract_documents + '', });Add the following code block after the located code block.
var externalSigners = JSON.parse(current?.variables?.external_signatory_details + '' || '[]'); contractExecutionUtils.processSigners(current, externalSigners, contractRequestResponse, documentType);Save the business rule.
External signatories document widget is available while you are editing third-party paper based request.
Parent Topic:Configure Contract Management Pro for Legal Service Delivery