Define a user as an internal signer
Define a user as an internal signer so that the signer can be added to a contract template to automatically populate in a contract document.
Before you begin
Role required: sn_lg_ops.legal_config
Procedure
Navigate to All > Legal Administration > Simple Contracts Admin > Internal Signatories.
Define or modify an internal signer.
- To define a new internal signer, click New.
- To modify an existing internal signer, open the internal signer from the list.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Internal signer | User designated as an internal signer.The list shows users from the Users \[sys\_user\] table. |
| Authorized signatory name | Legal name of the selected user.The legal name is fetched from the Employee Profile form. |
| Signatory title | Official title of the selected user. |
| Signatory email | Email id of the selected user. |
Save the internal signer.
- Save an internal signer by clicking Submit.
- Save the changes to an existing internal signer by clicking Update.