When setting up Default Signees, you can use references to automatically populate variable signee information while drafting the project (when answering the questionnaire).
This is particularly useful when working with external signees, as the person signing will often vary from contract to contract.
1. Create questions and references for the signee information
First, create references for the information you want to collect about each signee.
A name and email address are required, while organisation and job title are optional.
The following reference types can be used:
- Short text type references can populate the Name, Organisation, and Job title fields.
- Email type references can populate the Email field.
2. Add the references to the Default Signees
In the Default Signees section, add the appropriate references to the signee fields.
For the Name and Email fields, click the arrow button and select the reference you want to use.
For the optional Organisation and Job title fields, enter the reference using its anchor form, for example:
[organisation_name]
[job_title]
3. Draft the project
Once the project is drafted, the answers provided in the questionnaire will automatically populate the Signees list for the document.
Tip: Did you know that you can connect your Precisely user base as a data source to your templates and add internal signees to your contracts with just a few clicks?
This can help you:
✅ Reduce manual work✅ Minimise the risk of errors
Contact us to learn more!
Alternative: Add internal signees directly to the template
If certain internal team members regularly sign specific types of contracts, you can skip creating references and add their details directly under Default Signees.
You can also use rules to determine when these signees should be added. Learn more here!