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Use self-served contract request › Use › Contract Management Pro › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-06-24 · Official documentation · View source

Add signatories in self-served contract request

Add signatories in self-served contract requests when the contract is generated from a template configured with signature blocks.

Before you begin

Role required: sn_cm_core.contract_fulfiller or sn_cm_core.contract_user

Procedure

  1. Navigate to your workspace.

  2. Open the contract request that is assigned to you or for which you're a collaborator.

  3. In the Signatories tab, select Add.

  4. On the Add Signatory form, indicate whether you are configuring an internal or external signatory by selecting Internal or External.

Image omitted: cmpro-add-sign.png
Add signatories in contract request.
  1. Configure the signatories.
OptionSteps
Internal
  1. In the Internal Signer field, enter the name of the signer.

The fields Authorized signatory name, Signatory, and Signatory email are automatically populated.

  1. In the Order field, enter the order in which the contract should be sent to the signer. The order value should be unique.
  2. In the Signatory Role field, select the role for the signatory.

Note: The field is enabled only for Docusign electronic signature. For wet signature and offline signature, the field is inactive and the default value is set to Signer.

The Signatory Role field is visible only when the sn_cm_core.enable_docusign_signature_roles system property is set to true.

To enable this property, see Enable signatory roles. For more information about signatory roles, see Signatory roles.

  1. Select Add.
External
  1. In the Authorized signatory name field, enter the external signer's name.
  2. In the Signatory field, enter the external signer's title.
  3. In the Signatory email field, enter the external signer's email address.
  4. In the Order field, enter the order in which the contract should be sent to signers for an e-signature. The order value should be unique.
  5. In the Signatory Role field, select the role for the signatory.

Note: The field is enabled only for Docusign electronic signature. For wet signature and offline signature, the field is inactive and the default value is set to Signer.

The Signatory Role field is visible only when the sn_cm_core.enable_docusign_signature_roles system property is set to true.

To enable this property, see Enable signatory roles. For more information about signatory roles, see Signatory roles.

  1. Select Add.

Parent Topic:Use self-served contract request