Create and configure participants for legal contract template
Add and configure participants that act as placeholder for users who will be assigned as signers of a contract document.
Before you begin
A Microsoft Word document must have been uploaded and parsed to provide template mappings for the contract template. For more information, see Create a Microsoft Word legal contract template.
Role required: sn_lg_contracts.contracts_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
Open a contract template.
In the Participants related list, click New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Unique display name of the mapped participant. Note: The length of the name should be equal to or less than the length allocated in the Word document template for a signer. |
| Order | Order in which the signature request will be initiated for the participant. |
| Signer | User field from the list of fields that are populated from the Signer [sn_lg_contracts_signer] table.Note: You can select only the highlighted user fields. The user in the mapped field is automatically added as a signatory in the document. |
- Select Submit.
Parent Topic:Configure legal contract templates of type Microsoft Word
Related topics
Add content controls in a Microsoft Word document
Create a Microsoft Word legal contract template
Update contract template mappings for legal contract template