Create and configure participants

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 clauses for the contract template. For more information, see Create a contract template.

Role required: sn_cm_core.contract_config

Before you begin

• Role required: sn_cm_core.contract_config

Procedure

1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.

2. Open a contract template.

3. In the Participants related list, click New.

4. On the form, fill in the fields:

   For description on the field values, see Participant form for contract templates.

   For more information on content controls, see Add content controls in a Microsoft Word document.

1. Click Submit.

Result

The participant is added to the document template.

• Participant form for contract templates
  Use the Participant form to add participants in a contract template.

Parent Topic:Create contract template by manually adding content controls

Related topics

Add content controls in a Microsoft Word document

Create a contract template

Classify and map imported clauses

Update contract template mappings