Contract Management Pro

Learn about the fields of the Action Assignment form. Use this form to add the New action button to your workspace.

As an administrator, add the Obligations tab in contract repository records to manage contract obligations.

Add the data resources to your page in the UI Builder to dynamically expose data from tables, records, or other elements on your page.

Create a page in UI Builder that uses a viewport component to dynamically load obligation review content in the playbook.

Set up these configurations to unlock additional capabilities in Contract Management Pro, such as enabling email notifications, displaying related lists in contract requests, generating audit certificates, activating contract workspace, and more.

Search for contract information using natural language queries to quickly find relevant contracts, clauses, and insights.

Use agentic workflows in Contract Management Pro to extract metadata and obligations from signed contracts, and set reminders for contract renewals or termination.

Manage AI skills in Contract Management Pro including use cases, use case mappings, clause mappings, expected responses, and skill activation.

The contract amendment workflow enables you to initiate, manage, and track changes to existing contracts through amendment requests.

Review and work on an amendment request for an existing contract.

Analyze a contract document with generative AI to identify non-standard and missing clauses. You can do this task by using the ServiceNow Otto for Contract Management Pro application.

Amendment requests can only be submitted for contracts in the Active state. If a contract is in Draft state and Awaiting Review substate, you need to manually approve it before submitting an amendment request.

Review a contract request or attachment and approve or reject it.

Contract Management Pro integrates with other ServiceNow products to connect contract workflows with business operations across your organization.

Cancel an ad hoc approval for a contract document revision if it no longer requires any action.

Cancel a AI contract analysis when it’s no longer required due to a change in business requirements.

Explore the differences between the different contract management solutions offered in ServiceNow - ITAM Contract Management, (Deprecated) Legal Simple Contracts, and Contract Management Pro (CM Pro)

Streamline the contract negotiation process by comparing two contract revisions to quickly identify and review all changes between the two versions, thereby reducing manual effort and minimizing the risk of missing critical updates.

Configure agentic workflows in ServiceNow Otto for Contract Management Pro so that contract fulfillers can use the AI agents to perform specific tasks autonomously.

Configure the smart documents skill in Document Management to generate a contract summary in Contract Management Pro.

Configure use cases with associated field groups and fields, and map them to clauses and expected responses. AI uses the applicable use case to analyze a contract document and identify non-standard and missing clauses.

Activate the Contract Management Pro MCP Server to enable contract analysis playbook driven document analysis and redlining.

Add the user roles for the skill to specify the roles that AI uses to access data while performing a task. The user roles control the information that AI can read, update, or share, based on the permissions of the selected roles.

Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for the agentic workflow.

Configure the security controls to specify the users who can discover or use the agentic workflow, and provide data permissions for AI agents.

Use the Tabs component in UI Builder to configure the Playbook tab on the contract repository record page for your workspace.

Add non-task tables in the script of an extension point implementation so you can select them while creating contract templates. A non-task table does not extend task tables, and stores records, reference data, or configuration information used across the platform.

Configure the visibility of the Playbook tab on contract repository records so contract managers can review and act on AI‑extracted metadata and obligations.

Add a script include method that controls the Playbook tab visibility on the contract repository record by verifying plugin availability and applying conditional logic.

Add or modify an Action and its functionality on the Standard ticket page for a contract request.

Index the data for conversational search.

Create a contract analysis playbook that provides the negotiation guidance an external AI tool uses to propose redlines for a contract type. Add the playbook content by uploading a file or by entering it manually.

Configure a data broker server script that connects the UI Builder component to the script include method controlling the Playbook tab visibility.

Deactivate the skills in ServiceNow Otto for Contract Management Pro when they are not in use.

Domain separation is supported for Contract Management Pro. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

Initiate an ad hoc approval for a contract document revision from a user or a user group.

Install the Contract Management Pro MCP Server application to add the contract analysis playbook tool and the Contract Analysis Playbooks menu to Contract Management Pro. The application is active by default and automatically installs its dependencies.

Link parent contracts during drafting and negotiation phases to establish a hierarchical relationship between the parent and child contracts, and automatically inherit the configured fields from the parent contract.

Link parent contracts during drafting and negotiation phases to establish hierarchical relationship between the parent and child contracts.

The contract family hierarchy in the Related contract requests tab shows all related contract requests and lets you link, inherit from, and unlink parent contract requests.

Manage clause mappings for contract analysis by updating the mapped clause for a field group, deactivating the mappings when not in use, or deleting them when no longer required.

Manage expected response mappings for contract analysis by updating the expected response for the fields of a use case, deactivating the mappings when not in use, or deleting them when no longer required.

Configure the notifications in Contract Management Pro.

Manage use case mappings for ServiceNow Otto for Contract Management Pro by updating the mapped tables for use cases, deactivating the mappings when not in use, or deleting them when no longer required.

Manage use cases for ServiceNow Otto for Contract Management Pro by updating the fields, deactivating them when not in use, deleting when no longer required, or copying existing use cases to create new ones.

Reference for the tools available in the Contract Management Pro MCP Server.

Copy signed contract documents into the contract repository for conversational search.

Ask question in the ServiceNow Otto panel to search for information in the content of the contract document.

Map a field of a use case to an expected response. AI uses the field mapping to identify a non-standard clause in a contract document.

Use Knowledge graph tags to identify which tables should be used for answering natural language questions in conversational search.

Select a large language model (LLM) provider for a contract analysis or metadata extraction use case.

Map field groups of a use case to clauses of a clause library. AI uses the mapped clause content to display suggestions for a missing or non-standard clause.

Map a use case to specific tables, and define conditions to apply the use case for obligation extraction.

Enable the email notifications for metadata extraction and obligation extraction to notify users when metadata extraction and obligation extraction are complete.

Use the manage contract repository agentic workflow to improve productivity by extracting metadata and obligations automatically from signed contracts and setting the contract reminder dates for contract renewal or termination.

Use the contract playbook to review and update the AI-extracted metadata and contract reminder date.

The playbook in a contract repository enables you to review information extracted by the manage contract repository agentic workflow, and configure reminders for your contract renewals or terminations.

Ask question in the ServiceNow Otto panel to search for information related to contract fields.

The ServiceNow Otto for Contract Management Pro analysis follows a workflow and moves through a series of states, which are displayed in the contract request. The contract analysis details are available in the activity stream and are also communicated by an email notification to the contract fulfiller, contract collaborator, and assignment group manager.

If you are upgrading to ServiceNow Otto for Contract Management Pro from Yokohama (Patch 2 and lower) or Xanadu (Patch 8 and lower), and you have customized use cases, run a fix script to migrate the existing data to the AI Admin Hub console.

Use the Create use case mapping form in the contract metadata extraction skill to map the use case to specific tables and conditions.

Use the Create use case mapping form in the contract obligation extraction skill to map the use case to specific tables and conditions.

Create obligation extraction use cases to specify the types of key contractual obligation that you want AI to detect and extract from contract documents.

Create a use case for contract analysis that is used by AI to identify non-standard and missing clauses in a contract document.

Map a use case to specific tables, and define conditions to apply the use case for contract analysis.

Map a use case to specific tables, and define conditions to apply the use case for metadata extraction.

Create a use case for contract metadata extraction to define the information that you want AI to detect in a document.

Review a contract document in a connected external AI tool that retrieves the applicable contract analysis playbook from Contract Management Pro and proposes redlines based on that guidance.

Contract fulfillers and reviewers can review and redline contract documents in an external AI tool that retrieves approved playbook containing clause level organizational positions from Contract Management Pro through the MCP Server. The AI tool proposes redlines that follow the playbook guidance.

Fields on the Contract Analysis Playbook form define the negotiation guidance for a contract type and the conditions that determine when an external AI tool retrieves it.

Messages that the playbook tool returns to an external AI tool when it cannot resolve or return a playbook for a contract. Each message tells the fulfiller how to correct the request.

Remove a linked parent contract from contract requests when you have linked an incorrect contract request or the linking is no longer required.

The contract renewal workflow enables you to initiate, manage, and track the renewal of an existing contract as a dedicated request type, and to maintain the link between a previous and renewed contract.

Review the suggestions for clause deviations and take actions by using the ServiceNow Otto for Contract Management Pro application to ensure that the clauses comply with the guidelines of the company.

Update the ContractsAIAgentsHelper script include to add the sys_id of a customized Manage contract repository agentic workflow to run the agentic workflow autonomously.

Activate the notifications for Contract Management Pro to notify users when approval for contract revision is initiated, approved, rejected, or cancelled.

Sales Customer Relationship Management integration with Contract Management Pro enables seamless integration between sales professionals and legal teams by enabling sales agents to create legal sales contracts from a quote.

This solution enables seamless collaboration between sourcing professionals and legal teams by embedding contract request workflows into the Sourcing and Procurement Operations workflow.

Generate summaries, frequently asked questions (FAQs), or ask questions to retrieve specific information from contract documents in Contract Management Pro.

The UFX Add on Event mapping form to configure the display of declarative action in your application.

View the amendment details in the contract repository record.

Select the child contract type and configure the parent-child field mapping to inherit the mapped fields from the parent contract when linking.

You can activate the Analytics Pack for Contract Management Pro plugin (com.sn_cm_pa) if you have the admin role. If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.

You can activate the Contract Workspace plugin (sn_cm_workspace) for Contract Management Pro if you have the admin role.If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:

As a contract configurator, create a clause variation to use in a contract template for predefined condition.

As a contract fulfiller or reviewer, while authoring or negotiating a contract revision, add clauses from the clause library listed in the Microsoft Word add-in for ServiceNow Contracts.

As an administrator, provide access to contract request fields so they can be selected in condition builders.

Enable display of contract documents in a contract repository record by adding the Contract documents tab to it.

Add content controls using the Microsoft Word add-in for ServiceNow Contracts. Content controls act as placeholders in contract templates.

As a contract configurator, use condition builders to define criteria for a table mapping in a contract template so only the essential data from the mapped table is displayed in the contract document.

As a contract configurator, add metadata to pre-fill information that will be placed in the contract document.

Add and configure participants that act as placeholder for users who will be assigned as signers of a contract document.

As an administrator, add the ability to access contract request details to your form by adding the Contract requests tab.

Initiate a review of the contract document by internal subject matter experts.

As a contract configurator, add clause and clause variations to a contract using the Microsoft Word add-in for ServiceNow Contracts.

As a contract configurator, add and configure metadata for fields, variable, and variable sets to pre-fill the information in the contract document.

Add and configure signature blocks in contract templates to define signatories, placeholders for signatures, and other metadata in the contract document. Signature blocks are automatically added in the contract document based on the number of signatories specified in the contract request.

As a contract configurator, configure participants and add placeholders for their signatures using the Microsoft Word add-in for ServiceNow Contracts.

As a contract configurator, update an advanced script to print the correct display value for sys_id variables in the generated contract document.

Use the ServiceNow Contracts add-in to map a contract table to a source table in your ServiceNow instance to determine the data that will be added in a contract document. When a contract document is generated from the template, the rows and columns are dynamically added in the mapped table of the contract document.

AI skills automate contract metadata extraction, analyze contracts for clause compliance, extract obligations, and enable conversational search across contract repositories.

From an active contract record, initiate an amendment request to modify the contract terms, clauses, or details.

Understand how amendment and renewal requests interact on the same contract, and the messages that guide you when they occur in sequence or in parallel.

The Contracts Dashboard in Contract Management Pro is an analytics and reporting solution that enables you to make data-driven decisions through insights and trends derived from contract request data.

Configure dynamic tables in a contract template to display additional data from related table fields by appending it to existing columns or adding it as new columns.

As a contract fulfiller or contract administrator, assign a contract request to yourself or to someone in your assignment group.

To view the details of the contract amendment, add the amendment related tabs to the contract repository record.

Cancel a signature process for contract documents that have been sent to signatories.

Cancel an open obligation task in Obligation Management that is no longer required.

Cancel a contract request if it is no longer necessary.

Enable dynamic customized content in contract templates through clauses that contain clause variations for preset conditions.

As a contract configurator, complete clause mapping to build a clause library of clause variations containing the content marked in the Microsoft Word document using the Microsoft Word Add-in for ServiceNow Contracts.

As a contract fulfiller, cancel a review task irrespective of its state.

The ServiceNow Contract Management Pro solution enables you to set up contract document templates, clauses, and clause variations, and to initiate contract, amendment and renewal requests. Contract requests can be submitted in two ways: linked to a business unit entity such as a purchase requisition or sourcing event, or as standalone requests without a parent record.

The actions available on a contract request ticket page depend on the paper type and the state of the request. These actions apply in the Employee Center to requested-for and opened-by users who have the contract user role, for both out-of-the-box and custom record producers.

These tasks apply across all contract request types, including own paper, third-party paper, amendments, and renewals.

Several types of components are installed with activation of the Analytics Pack for Contract Management Pro plugin, including user roles and scheduled jobs.

Several types of components are installed with activation of the Contracts Core application that includes the components for Word Document Templates, including tables and user roles.

User roles are installed with activation of the Contract Workspace plugin.

Configure and customize Contract Workspace by using the UI Builder web user interface builder.

Configure Conversational contract search and insights skill to enable searching information in contracts using natural language and dialogue-driven queries, making it easier to find relevant information.

Configure system properties and use cases for metadata extraction so that a contract manager can use AI to extract metadata from a contract and add the extracted information to the contract repository.

Configure and map use cases for the contract obligation extraction skill in the AI Admin Hub console to automatically extract key contractual obligations from signed contracts.

Configure an extension point implementation to automatically add the start date and end date while creating a contract request.

Configure system properties to specify whether the contract metadata extraction should be automatically initiated or manually.

Get improved search results in Contract Workspace by configuring the ServiceNow AI Search application to work with it.

Install and configure foundational data for Contract Management Pro to effectively manage contract lifecycle for your organization.

Configure an extension point to update the workspace URL in email notifications, so that users can navigate to the correct workspace and view the extracted metadata.

Define an action button in your workspace and map it to the built-in action that initiates contract requests.

Enable the notification for contract metadata extraction to receive email notifications when metadata extraction is completed.

Activate Obligation Management notifications to notify users when an obligation task is created, assigned, submitted, approved, or rejected.

Configure contract repository rules to determine the expiration conditions under which reminder notifications for expiring contracts are sent.

For signatories to add their signatures in the contract document, you can either create signature blocks or configure participants in a contract template with placeholders.

As an administrator, group the contract documents by contract type in a contract request.

As a contract configurator, activate a system property to generate a certificate of completion for electronically signed contracts.

Configure a rule to identify the contract document template used for generating the contract document for a request.

As an admin, configure the Microsoft Word add-in for ServiceNow Contracts.

As an administrator, configure the header of the contract request form for your workspace.

Use the Contract Configuration New Record form to create or modify a contract configurations.

Define the contract repository where the contracts will be stored and map the data to be added to the contract, amendment, or renewal document.

As a contract fulfiller, you can work with the actionable widgets on Contract Workspace to categorize, prioritize, and efficiently work on contract requests.

With Contracts Dashboard, you can make data-driven decisions by analyzing the trends and insights derived from the contract request data.

Configure the ContractManagementExt extension point to automatically copy required fields from the parent record to the contract request when it is initiated.

Configure the ContractManagementExt extension point to automatically copy fields to contract request from the linked parent request and parent contract.

Contract requests follow a specific life cycle and move through a series of states in Contract Management Pro. The contract request state and the contract document status are displayed in the State and the Contract status fields on the request record.

As a contracts configurator modify the assignment rule available in the base system for any changes required in the user or group to whom the contract request should be assigned.

As a contract configurator, create or modify clauses that manage clause variations that are mapped to contract templates.

Create a contract template that can be used to generate a standard contract with predefined content when an employee submits a contract request.

As a contract configurator, create a contract type for defining different types of contract requests and associate it to a contract model.

Create a contract template using the Microsoft Word add-in for ServiceNow Contracts to which you can then add content controls.

As a contract fulfiller, create a document revision to upload an updated version of the contract that contains the latest changes in the contract request, corrections, or suggestions from a third party.

As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.

Create obligation records for signed contracts to fulfill the responsibilities specified in the contract. You can create obligations manually or use AI to automatically extract obligations from contract documents.

Create a new contract template from an existing template if you need only a small variation in the content of an existing template.

Copy a base system record producer to create a custom intake form for contract requests, including new contracts, amendments, and renewals.

Use the Clause Variation new record form to create or modify a clause variation.

The out-of-the-box contract request record producers that are enabled by default differ for new customers.

Define an internal signatory rule to map signatories to a template using signatory mappings.

As a contract configurator, edit or delete a participant from a Microsoft Word document using the Microsoft Word add-in for ServiceNow Contracts.

Delete contract template when you no longer need it.

Create contract templates to easily generate Microsoft Word contract documents based on request types in Contract Management Pro.

Edit the metadata, signatories, or clauses in a contract template that must be included in the contract template to generate a standard contract when an employee submits a contract request using the Microsoft Word add-in for ServiceNow Contracts.

Edit a contract template to reflect any modifications that must be included in the template to generate a standard contract when an employee submits a contract request.

Edit a clause variation to modify the content that will be used in a contract template.

The Expiring Contracts Condition form is used to create a rule or update an existing rule.

Enable keyword search in contract templates.

Activate a system property to display the Role field when configuring internal signatory rules and when adding signatories to a contract request.

As a contract configurator, specify the user roles to enable users to view email details in the activity stream of contract requests.

Use AI capabilities to identify non-standard and missing clauses in contracts, extract metadata and obligations from signed contracts, and search contract metadata and documents using natural language.

Assign contract documents to internal subject matter experts for detailed manual review. Experts can add review tasks, provide feedback, request additional information, and validate contract terms.

Clause management enables you to effectively manage a library of clauses, clause variations, and word document templates.

Learn more about the Contract Management Pro application through a sample workflow and review the benefits that it can provide.

Microsoft Word add-in for ServiceNow Contracts enables you to add content controls in a Microsoft Word document in both Windows and macOS systems. Content controls act as placeholders for content in a document template

Contract Management Pro supports initiation of Own paper and Third-Party paper based new contract, amendment and renewal requests.

Microsoft Word based contract template, enables you to create templates that are used to generate contracts or documents according to a submitted request.

Use generative AI capabilities to extract metadata from a signed contract attached in a contract repository record.

Classify and map imported clauses to use the content from the clauses in a contract template.

Initiate an amendment request linked to a parent record such as a purchase requisition or sourcing event. Amendment requests modify existing active contracts.

Initiate contract, amendment, and renewal requests from a parent record such as a purchase requisition or sourcing event using the Initiate Plug and Play modal.

Initiate a third-party paper contract request linked to a parent record such as a purchase requisition or sourcing event. Third-party paper contracts are external contracts uploaded for review and signature.

Initiate an offline signature when a contract has been signed outside Contract Management Pro and record the signed document in Contract Management Pro.

Initiate a renewal request linked to a parent record such as a purchase requisition or sourcing event. Renewal requests extend or replace existing contracts that are active or expired.

Initiate an own paper contract request linked to a parent record such as a purchase requisition or sourcing event. Own paper contracts use predefined templates to generate contract documents.

Install the Contract Management Pro application. The application installs related ServiceNow Store applications and plugins if they aren’t already installed.

As a contract reviewer, review and provide feedback on contract documents

Configure an electronic signature provider to enable users to sign contract documents electronically.

As a contract configurator, configure an external storage system to store signed contract documents.

As administrator manage clauses and contract templates.

As an administrator, manage contract templates, contract records, and analytics for Contract Management Pro.

As administrator manage contract records.

As an obligation fulfiller, review obligation tasks in Obligation Management that have been submitted for approval, and take the appropriate action.

As a contract configurator, edit or delete table mappings in a contract template using the Microsoft Word add-in.

The Extraction results tab in the contract repository record displays the processed metadata and their statuses, indicating whether the metadata have been successfully added to the mapped fields in the contract repository.

As a contract fulfiller, use ServiceNow Otto for Contract Management Pro to extract metadata from a signed contract and add the information to the mapped fields in the contract repository.

After a contract record is created, you can change the end date, parent contract, and contract model.

As a contract fulfiller, you can analyze your contract documents and identify non-standard or missing clauses from the AI contextual side panel by using the ServiceNow Otto for Contract Management Pro application.

As a contract user or the person for whom the contract was requested, add single or multiple contracts and classify them.

As a contract fulfiller, add, classify, or remove supporting documents submitted in the contract request.

As a contract fulfiller, reclassify the documents submitted in a third-party contract review request. For example, you need to change the contract document type from Non-disclosure Agreement to Partnership Agreement.

As a contract fulfiller, reclassify the supporting documents submitted in the contract request. For example you can reclassify the supporting document as a contract document.

Review and revise a non-self-served contract document. As a collaborator on the request, you can email the revised document to stakeholders to verify the revisions. After they confirm the revisions, send the signature from the contract request.

Obligation Management uses email notifications to notify obligation fulfiller and obligation users when an obligation task is created, assigned, submitted, approved, or rejected.

The obligation form provides the details to create or modify an obligation record in Obligation Management.

Obligation Management in Contract Management Pro enables you to track and fulfill contractual responsibilities by creating obligation records and managing associated tasks.

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

Configure the duration for which a signature workflow is paused when signatories are modified for an ongoing signature workflow.

Modify signatories while a signature workflow is in progress.

View and download a signed contract document.

View the final form of a contract document with the content controls replaced with the values of the variables or return values of scripts.

There are several properties related to Contracts Core that can be used to configure the number of days before which expiry notification should be sent and the generation of audit certificate.

There are several properties that you can use to configure integrations for Contract Management Pro.

Publish a contract template to make it available for generating a standard contract document with predefined content when a contract user submits a request.

Reference topics provide additional information about Contract Management Pro.

As a contract user or contract fulfiller, regenerate the contract document for self-served requests when the parent request has been modified.

From an active or expired contract record, initiate a renewal request to extend or replace the contract with a new contract period.

Review and work on a renewal request for an existing contract, from assignment through review, approval, and signature to the executed renewed contract.

View the renewal details in the contract repository record.

Reference of the messages shown when an amendment and a renewal interact on the same contract, by scenario, state, and placement.

As a contract user, review a contract document and submit a change request to the contract fulfiller if changes are required in the contract document.

Resend signature request functionality enables contract fulfillers to manually trigger signature request when needed.

Resume the paused signature process with the modified signatories.

Review and finalize the contract document generated after the self-serve contract request is submitted, then send it for signature.

Review the metadata extracted from a contract and add it to the contract repository.

Review contract documents using AI-powered analysis or manual review to identify non-compliant terms, remediate them using clause library and validate before execution.

Submit an amendment request from Employee Center or a contract listing page to modify an existing active contract.

As a requester, modify the own paper contract request.

Submit a new own paper contract request using a record producer form from Employee Center or a contract listing page without linking to a parent record.

As a contract user, review a contract document and submit a change request to the contract fulfiller if changes are required in the contract document.

Send a finalized contract document to the specified signatories for signature, and manage the signature request by resending, uploading a signed contract, or canceling the request.

Submit a renewal request from Employee Center to renew an existing contract.

Submit and track contract, amendment, and renewal requests using a record producer form without linking to a parent record.

Submit a new third-party paper contract request using a record producer form from Employee Center or a contract listing page without linking to a parent record.

View the details of a contract request after it has been submitted and track the activities in the request.

As a contract configurator, search for templates and clauses in the Microsoft Word add-in for ServiceNow Contracts.

Search for keywords in contract templates easily.

Send the document for signature after a contract document has been reviewed and finalized.

As a contract fulfiller, set up an email to stakeholders to request review of the contract document reviewed and confirm the changes.

As a contract fulfiller, share information requested by the reviewer to proceed with the contract document review.

Set up external applications that provide services such as electronically signing contract documents and saving signed contracts or the documents related to requests in an external storage system.

Modify the order in which signatories sign a contract document that has not yet been sent for signature.

Create contract templates by using Microsoft Word add-in for ServiceNow Contracts to add content controls.

Create contract templates by adding content controls manually.

Signatory roles define how each participant interacts with a contract document during the signature workflow.

Contract Management Pro supports electronic signature, wet (manual) signature, and offline signature for a contract request.

Add one or more supporting documents from your computer, cloud storage, or activity stream.

Update signatory details in an external contract document in Contract Management Pro when there is a failure in sending the document for signature due to a mismatch between the signatory information in the contract request and the contract document.

When a contract request is modified, sync the contract document for self-served requests to create revision of the document with updated metadata and signatories while retaining the changes made in the previous version of the contact document.

As a contract user, resubmit a contract request that was not submitted due to incomplete signatory information by updating and syncing signatory information.

As a contract user or fulfiller, update and synchronize signatory details when send for signature fails due to a mismatch between signatory information in the contract request and contract document.

Enable a contract user to configure information placed in the contract document by assigning a contract configurator role.