Add and configure participants for a contract using the Microsoft Word add-in for ServiceNow Contracts

As a contract configurator, configure participants and add placeholders for their signatures using the Microsoft Word add-in for ServiceNow® Contracts.

Before you begin

The Microsoft Word add-in for ServiceNow Contracts must have been configured. For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts.

An active contract template must exist in the Draft or Editing state where the Signature blocks option is not selected. For more information, see Create a contract template to contain content controls.

Role required: sn_cm_core.contract_config and canvas_user

Procedure

1. Open the document in which you want to mark the content controls in Microsoft Word.

2. From the Microsoft Word ribbon, select the ServiceNow Contracts add-in.

3. In the login screen, enter the credentials of the ServiceNow instance from which you downloaded the manifest file.

   For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts

4. On the add-in screen in the Templates tab, select the contract template to which you want to add the metadata.

5. In the Signatory tab, select Add signatory.

1. Add and configure the participant as either an internal or external user.

   • While adding signatory details, if you add value in the User field, the participant is considered an internal signatory.
   • While inserting content controls for signatures or signatories, ensure the font color of the tagged text matches the document’s background color.

1. Fill in the signatory details and select Create.

-   The signatory is added and the signer card is displayed.
-   The signatory is marked as internal or external depending on the values provided.
-   The signatory added has Sign, Sign date, Sign Title, Sign Name, Sign Email, Sign Initials metadata.

1. Add the signatory content controls to the placeholder text for the signature elements.

   1. Place the cursor where you want the signature to be added.

   2. Add placeholder text at the locations where you want to place the content controls.

3.  Set the font color of the placeholder text to match the document’s background color.

4.  Select the signature tags to place the signature content controls.

1. Complete the steps for the other content controls:

   • sign_date
   • signatory_title
   • signatory_name
   • signatory_email
   • signatory_initials The signatory fields—such as Name, Title, and Email—are not pre-filled in the contract document before it is sent for signature. These fields will be populated by the electronic signature provider when the signatory access the document to sign it.

2. View the signatory details by logging in to the ServiceNow instance and navigating to the Participants related list of the contract template.

Result

The signatory content controls are added and the metadata is synced to the ServiceNow instance.

Parent Topic:Configuring signatories in Contract template using Microsoft Word add-in

Related topics

Add and configure signature blocks using Microsoft Word add-in for ServiceNow Contracts