Add external signatories widget in third-party paper record producer

Add the external signatories widget to a record producer enabling you to add external signers.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Legal Administration > Legal Catalog > Record Producers.

2. Select the third-party paper record producer (Example: Third-party Contract Review) for which you want to add the supporting document widget.

3. Configure the variable set.

   1. Navigate to Variable Set related list.

      [Omitted image "snlc-add-ext-signer-variableset.png"] Alt text: Variable set for record producer

   2. Select Edit.

   3. Add the widget by moving External signatory details from the Collection to the Variable set list.

      [Omitted image "snlc-add-variableset-extsigner.png"] Alt text: Add external signer widget

   4. Select Save.

      [Omitted image "snlc-extsigners-added.png"] Alt text: External signer widget added

4. Enable the external signatories widget in edit request mode.

   1. Navigate to All > System Definition > Business Rules.

   2. Search for Contract-generation variable change and open the record.

   3. Navigate to Advanced related list.

   4. In the script, find the following code block.

                 if (documentType == 'third_party_contract') {
                        var contractRequestResponse = contractExecutionUtils.createOrEditContractRequest(current, documentType, contractType, signatureType, null, 'edit');
                        if (contractRequestResponse.success == false) {
                            current.comments = response.message;
                            current.update();
                            return;
                        }
                        contractCoreUtils.createOrUpdateDocumentsFromWidget({
                            ...commonArgs,
                            contractDocuments: current.variables.contract_documents + '',
      
                        });

   5. Add the following code block after the located code block.

        var externalSigners = JSON.parse(current?.variables?.external_signatory_details + '' || '[]');
      contractExecutionUtils.processSigners(current, externalSigners, contractRequestResponse, documentType);
      

   6. Save the business rule.

   External signatories document widget is available while you are editing third-party paper based request.

Parent Topic:Configure Contract Management Pro for Legal Service Delivery