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Create and configure participants › Create contract template by manually adding content controls › Configure contract templates › Configure › Contract Management Pro › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Participant form for contract templates

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

FieldDescription
NameDisplay the name of the mapped participant.
ActionType of action to be performed by the participant such as Sign.
OrderOrder in which a task has to be initiated for the participant to complete the action.
User

Mapping the user field to a participant.Note:

  • When you select a value, the participant is considered to be an internal user. When the Participant Name and Participant Email fields (optional for internal user) are filled along with the User field, the electronic signature task is sent to Participant Name and Participant Email, not the Name and Email from the User field.

When you do not select a value in the User field, the participant is considered an external user (Participant who does not have access to ServiceNow system). For such participants, specify Participant Name, Participant Email, and Participant Title.

  • The value in the User field is cleared when you save or update the template with the Advanced script field selected.
Participant name

Option to specify the name when the defined participant is an external user.Note:

  • Participant name and participant email are mandatory when you do not select a value in the User field.
  • The value in the Participant name field is cleared when you save or update the template with the Advanced script field selected.
  • This field is available only when signing type is AdobeSign or DocuSign.
Participant email

Option to specify an email address when the defined participant is an external user. Note:

  • Participant name and participant email are mandatory when you do not select a value in the User field.
  • The value in the Participant email field is cleared when you save or update the template with the Advanced script field selected.
  • This field is available only when signing type is AdobeSign or DocuSign.
Participant title

Option to specify the title when the defined participant is an external user. Note:

  • The value in the Participant title field is cleared when you save or update the template with the Advanced script field selected.
  • This field is available only when signing type is AdobeSign or DocuSign.
TableTable \(sys\_user table or any table extending sys\_user table\) from which you choose to populate the variables.
Document templateName of the document template.
Document task templateTemplate selected on the Document Template task table to populate additional details for the document task, such as description and short description for fill, sign and review tasks. Note: If additional details are not defined, the default values of the template are used in the document template task.
Due date sourceDue date for the document task that is created for that participant.
Date offset typeDue date for the document task is picked from the task record. Additionally, you can offset the due date by days, weeks or months.
Advanced scriptOption to display the Script field.
ScriptScript indicating the participant conditions with User ID, Participant name, Participant email, and Participant title. This field is enabled only when the Advanced script field is selected.
OptionalWhen enabled, a participant will be skipped if the participant user and participant email is not available. This check is done during runtime only and not while configuring the template.

Parent Topic:Create and configure participants