Accessing DD requests that are in the contract risk process

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Accessing DD requests that are in the contract risk process

    This guide explains how to access and manage contracts related to third parties or engagements within the contract risk process in ServiceNow's Vendor Management Workspace. It enables users to view detailed contract information, manage contract documents, and update contract statuses effectively.

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    Accessing Contract Information

    To access contract details:

    • Navigate to Workspaces > Vendor Management Workspace.
    • On the Risk tab, select the home page icon.
    • In the Third-party risk overview section, click any number in a box to view the list of associated third parties or engagements.
    • Select a third party or engagement to open all related tabs, then go to the Documents tab to view contract documents.
    • Click a document name to see detailed information.

    Viewing and Managing Contracts

    The Documents tab lists contracts with key columns such as:

    • Name: Purpose of the contract.
    • Description: Brief contract summary.
    • Owner: Document owner for audit purposes.
    • Third party: Associated third party, which enables sharing permissions and is required for third-party documents.
    • Default version: The version used for downloads, typically the latest one.

    Available actions include:

    • New: Create a new contract.
    • Save: Save changes to contract details.
    • Remove: Delete contract records.
    • Link Documents: Link existing documents to contracts.
    • Attachments: Add files via the Attachments section.

    Managing Contract Processes

    On the Details tab of a contract, users can:

    • View and modify contract information such as contract number, start and end dates.
    • Monitor contract state (e.g., Draft, Active, Expired, Cancelled) and substate (e.g., Under Review, Approved, Rejected, Renewals, Extensions).
    • Track expiration status (e.g., Expired, Within 30 days).
    • Attach relevant files to the contract record.

    Benefits for ServiceNow Customers

    This functionality streamlines contract risk management by providing a centralized view of contracts and their statuses, facilitating efficient updates and document management. It helps maintain compliance and oversight throughout the contract lifecycle, supporting risk mitigation and audit readiness.

    You can view the contracts associated with each engagement or third party and alongside detailed information such as the expiration, start date, end date, and state. You can also manage and update contract processes.

    Accessing contract information

    1. Select Workspaces > Vendor Management Workspace.
    2. On the Risk tab, select the home page icon .

    3. In the Third-party risk overview section, select any number in a box to open the list of third parties or engagements with that value.

    4. Select a third party or engagement name to open all tabs for the item and then select the Documents tab.

      Access contracts for a third party or engagement.

    5. Select a Name to view detailed information.

    Viewing the list of contracts

    Table 1. Documents tab
    Column Description
    Name Brief description of the purpose of the contract.
    Description A brief description about the contract.
    Owner The individual who owns a document for audit purposes.
    Third party Third party with which the document is associated.

    When a third party is provided, sharing permissions are enabled automatically in TPRM.

    This field is required only if the document is associated with a third party. For example, internal documents may not need to be associated with a specific third party.
    Note:
    When a document is created by a third-party contact in the third-party portal, this field is auto filled and sharing permissions are enabled.
    Default version The document version that is used for document download. By default, the latest version is the default version.

    This field is not available in the third-party portal.

    Actions on the documents page

    Table 2. Actions
    Action Description
    New Select New to create a contract.
    Save Select Save to save any change you made to a value on any tab.
    Remove Select Remove to delete the record of the contract.
    Link Documents Select Link Documents to link existing document records.
    Adding an attachment

    Select Browse in the Attachments section to select and add an attachment.

    Managing contract processes

    Viewing basic information about a contract on the Details tab

    From the details tab you can view and adjust contract information. You can also attach files.

    Table 3. Contract specific information on the Details tab
    Column Description
    Contract Number Assigned ID for the contract. The unique ID is used in all references to the item. You can use the ID to search or filter for the item that you want to work on.
    Start date, End date Dates for the beginning and end of interactions with the engagement.
    State Current state of the contract: Draft, Active, Expired, or Cancelled.
    Substate Current substate of the contract: Extension Active, Renewal Active, Awaiting Review, Under Review, Approved, Renewal Approved, Rejected, Renewal Rejected, Extension Approved, Extension Rejected.
    Expiration Current state of expiration: (empty), Expired, Within 30 days.