Send a non-disclosure agreement document for signature
After a non-disclosure agreement 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 and Review a contract document in Employee Center and Work on a contract change request.
Role required: sn_cm_core.contract_user and sn_lg_ops.legal_user
Procedure
- Open a legal request.
| Method | Actions |
|---|---|
| Employee Center |
|
| Legal Service Portal |
|
Select the Contract documents tab.
Select Send for signature.
Note: If a message states 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 contract documents for signature (starting 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. A message appears displaying details of the contract document that is sent for signature.
Select Send for signature on the confirmation message.
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 state and contract status updates to Awaiting Signature. For more information, see Signature workflow for a request.
Parent Topic:Work on NDA legal requests