Edit or delete participants using add-in
As a contract configurator, edit or delete a participant from a Microsoft Word document using the Microsoft Word add-in for ServiceNow Contracts.
Before you begin
A Microsoft Word document with content controls should have been uploaded into the contract template.
Role required: sn_cm_core.contract_config and canvas_user
Procedure
Open the Microsoft Word document with content controls.
From the Microsoft Word ribbon, select ServiceNow Contracts add-in.
On the add-in login screen, enter the credentials of the ServiceNow instance from where you downloaded the manifest file.
For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts
In the Template tab, select the contract template.
Navigate to the Signatory tab.
Select the Edit or delete signatory icon (
Edit or delete signatory icon\).
- Edit or delete the signatory.
| Action | Steps |
|---|---|
| Edit the signatory |
|
| Delete the signatory |
|
Result
The changes made to the participants are synced to the ServiceNow instance in Participants related list.
Parent Topic:Edit a contract template using Microsoft Word add-in for ServiceNow Contracts