Enable signatory roles
Activate a system property to display the Role field when configuring internal signatory rules and when adding signatories to a contract request.
Before you begin
Docusign starting with version 4.4.3 must be configured Docusign as your electronic signature provider. For more information, see Set up Docusign eSignature spoke using authorization code grant.
Role required: admin
About this task
Note: This property applies only to contracts using the Docusign electronic signature provider. Signatory roles are not available for Adobe Acrobat Sign integrations.
Procedure
In the filter navigator, enter
sys_properties.list.In the Name column, search for the sn_cm_core.enable_docusign_signature_roles property.
Select the property.
Update the Value field to
true.Select Update.
Result
The Role field is displayed when configuring internal signatory rules and the Signatory Role field is displayed when adding signatories in Employee Center and in Contract Workspace. For more information about signatory roles, see Signatory roles.
Parent Topic:Configure additional features in Contract Management Pro
Related topics
Configuring Contract Workspace
Configure signature pause duration when modifying signatories
Auto-populate the start date and end date for contract requests
Activate a system property to generate a certificate of completion
Enable users to view email details in activity stream
Enable keyword search for contract templates
Configuring contract summarization for Contract Management Pro
Configure conditions to send reminder notifications for expiring contracts