Adding Recipients to Your Contract in SpotDraft

This article will guide you on how to add recipients to your contract from the Contract Summary page in SpotDraft.

Understanding Recipient Types

Before we dive into the process, let's clarify the different recipient types you can add to your contract:

• Signatories: These are the individuals who will digitally sign the contract. They are legally bound by the contract once they sign it. You can add multiple signatories from within an organization, but for individual parties, you can't add or modify signatories.
• Approvers: Approvers are responsible for reviewing and approving the contract's terms. You can add approvers at preset intervals throughout the contract signing stage.
  • Important: A contract must have at least one signatory for an approver to be added. It's not possible to have a contract with only an approver as a recipient.
• Receivers: These are stakeholders who will receive a PDF copy of the executed contract, even if they are not signing or approving it. Receivers can be internal or external to your organization.

Adding Recipients

Follow these steps to add recipients to your contract from the Contract Summary page:

1. Navigate to the Contract: Open the contract record you want to edit or add recipients to from the contract grid.
   
   
2. Find the Party Information Section: Scroll down to the 'Party Information' card.
   
   
   
   
3. Click "Add Recipients": Within the 'Party Information' section, you will see a button labeled "Add Recipients." Click on it.
   
   
   
   
4. Add Recipient Details:
   • Party: Select the party from the drop-down list in the Party column.
   • Recipient Type: Choose the recipient's role from the "Recipient Type" column: Approver, Recipient, or Viewer.
     1. Signatories: Individuals who need to sign the contract 
     2. Approvers: Individuals who need to review and approve the contract.
     3. Receivers/Viewers: Individuals who can just view the contract.
   • Name and Email: Enter the recipient's name and email address.
   • Save: Click "Save and Add Another" to add more recipients or "Save and Close" to confirm the details.
     
     
     
     

Important Note:

• Edits After Actions: Once a recipient has taken any action (like signing or approving), you can no longer edit the recipients list.
• Contract Stage: You can only add new recipients before the contract is sent for signature in the “Signing” stage.