Contract Team Management
Administrators can define and manage contract team roles in the system, such as reviewer or signer. You, as a contract manager, can use these predefined roles while creating a contract team.
When you send a contract for review or signature, the To addresses are automatically populated with email addresses of the contract team members.
Creating a Contract Team
-
The administrator has assigned Create permission on the ContractTeamMembers object.
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The administrator has created team roles in the CLM Admin Setup.
- Verify the Signing Order to require recipients to sign the documents in a specific order. To change the signer's sequence, click the Edit icon (
) and enter the required sequence number.
Note:Users from user groups are added in the position specified for the user group in the signing order. The signing order for individual users within the group is not configurable.