Invite workspace members directly to a specific contract as signatories, without adding them at the contract type level.
Feature Name:
Invite workspace members directly to a specific contract as signatories, without adding them at the contract type level.
Product Area:
Add/Edit recipient Sidesheet, Prepare for Sign
Impact of Change:
Removal of additional step to invite workspace members as signatories, making it faster and easier to send contracts out for signing.
Roles Impacted: BU, Creator, Editor, or Admin with the appropriate access to add signatories through the recipient sidesheet and prepare for sign flow.
Description:
Users can now directly invite workspace members as signatories to a specific contract, without needing changes at the contract type level. This update makes the flow consistent with the invite flow across rest of the platform and lets users move forward with the 'prepare for sign' step without additional steps or clicks.
Note:- Signatories added this way will get added only to the specific contract. They will not be implicitly added to the contract type.
How to Enable:
This is enabled for all the workspaces by default