0
2.5.1
Zurich, Yokohama, Xanadu, Washington DC
Installed with Contract Management Pro. Includes key integration components required for contract authoring process.
- Refer to key features in Contract Management Pro
- New
- Signature process:
- Added the ability to modify signatories in a contract request when it is in awaiting signature state.
- Added the ability to resend the signature request to the pending signer
- Backend enhancements:
- Contract Management Pro configurations are available on the Contract Request table, allowing for centralized configuration on a single table.
- The Signature blocks are selected by default when creating a contract template.
- New fields like company, perpetual are added to contract request. If contract end date is blank, then contract is perpetual. If end date exists, then contract is not perpetual.
- When initiating a third-party contract within business unit workspace, you can specify whether the contract request is for a single contract or multiple contracts.
- Classify contract requests as single or multiple contracts when creating a third-party contract review request from Employee Portal based on the number of contract documents attached to the request.
- Configure the ContractManagementExt extension point to automatically copy required fields from the originating business unit record to the contract request.
- Parent-child contract linking for own paper and single contract third party paper:
- Support contract linking during drafting and negotiation phases to establish a hierarchical relationship between parent and child contracts.
- Support contract linking and inheritance during drafting and negotiation phases to establish a hierarchical relationship between parent and child contracts and automatically inherit configured fields from the parent contract.
- Parent-child hierarchy is visible. The contract repository records associated with the parent and child contract requests are automatically linked after the contracts are signed.
- Support the capability to unlink a parent contract request. Audit is managed for linking and unlinking.
- Signature process:
- Changes
- The Name, Title and Email e-signature tags in the contract template will be populated from the e-signature tool instead of the signer task fields
- Reorder of the signer tasks in the contract request can be done using the Reorder modal by drag drop capability instead of editing each signer task.
- In the wet signature flow the request for signature will be sent only to the first signer with instructions to the signer to return the signed contract to the fulfiller to coordinate the remaining signatures. Earlier the request for signature was sent to all the signers simultaneously.
- Fixed
- In contract approvals record the approving field was populated with the contract request reference instead of the specific contract revision document due to business rules coming from another platform plugin.
- Files with the extension .PDF and with files with file names that had 2 periods (eg: xx.xx.pdf) were not getting sent for signature in the wet signature flow.
- Translations for few labels across the application
- Permissions and roles:
- Role required to install the app: System admin (admin)