Link parent contract requests

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

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

    About this task

    The following video walks you through the process of linking a parent contract request.

    Before you begin

    Ensure that the contract request is in Draft, Work in progress, Awaiting review, or Contract signed state.
    Note:
    If the contract request is in Contract signed state, the parent contract request must be in Contract signed or Closed complete state.

    You must be either assigned to the contract request or a group manager or a collaborator.

    Ensure that the parent contract is a single contract type using own paper or third-party paper.

    Role required: sn_cm_core.contract_fulfiller

    Procedure

    1. Open the contract request from workspace that you are using.
      MethodSteps
      Contract Workspace listing
      1. Navigate to All > Contract Workspace.
      2. Click the list icon (List icon).
      3. Select Contract requests > All
      4. Select a contract request.
      Workspace used by your application
      1. Navigate to your workspace.
      2. Open the list that displays the contract requests.
      3. Select a contract request.
    2. Select the Related contract requests tab.
    3. Select Link parent contract.
    4. In the Link contract window, select the check box corresponding to the contract request that you want to link as a parent contract.
      Note:
      You can select only one contract request when linking it as a parent contract.
      Figure 1. Link contract window
      Link contract window with for linking parent contracts.
    5. Select Link contract.
      The selected contract request is linked as a parent contract. The parent-child relationship appears in a hierarchical order in the Related contract requests tab.

      The associated contract repository records for the contract requests are automatically linked.

      The Parent contract request field is updated with the parent contract request number. The linked parent contract details appear in the activity stream.

      Figure 2. Parent-child hierarchy
      Parent-child hierarchy in the Related contract requests tab