Preview and download a signed contract document

View and download a signed contract document.

Before you begin

Important:

Cancelling a contract request after it has been sent for signature stops the process in its current state.

Role required: sn_cm_core.contract_user

About this task

When all signatories have signed a contract document, it’s considered as the final contract document and is stored in the Contract Request Repositories [sn_cm_core_contract_request_m2m_contract_repository] table.

Access to a contract document is based on the following user roles and conditions:

• Group manager, Assigned to user and collaborator have edit access to the contract repository.
• Contract fulfiller belonging to the same assignment group has view access to the contract repository.
• Contract fulfiller not in assignment group do not have any access to the to the contract repository.
• Only a contracts administrator can delete contract documents.
• Requesters can view only the contract documents for which they submitted the contract request.
• Users can view only contract documents for which they have been added to the watch list of the corresponding contract requests.

When multiple contract documents are attached, a separate contract repository record is created for each contract type.

Procedure

1. Navigate to your workspace.
2. Select a contract request.
3. Navigate to Contract repository.
4. Select the contract number.
5. Navigate to Contract documents tab.
6. View the contract document.

   Choice	Steps
   When internal storage is configured	Select the revision number. From the Attachments pane select the document to view it. Select download icon to download the document.
   When external storage is configured	Select the URL. The document will open from the external storage. Select download icon to download the document.