Modify supporting documents in third-party contract review request as a legal fulfiller

As a legal fulfiller, add, remove, or reclassify supporting documents submitted in a third-party contract review request.

Before you begin

Role required: sn_lg_cnt.contract_fulfiller

About this task

Procedure

1. Navigate to All > Legal Request > Legal Counsel Center.
2. Select the List icon ().
3. Open the request for which you want to reclassify the documents.
4. Select the contract request from the Contract Requests tab.
5. Navigate to Supporting Documents tab.
6. Modify the supporting documents.

   Action	Steps
   Add supporting documents	Select Attach Document. In the Upload From drop-down list, select a storage type and upload a new document. The available storage types are: Computer - Select Attach File and upload the revised document. Activity stream - In the Document field, select the document that is displayed based on an attachment in the activity stream. External Storage - In the Document field, select the document. This option is displayed only if external storage is configured. (Optional) Add more information about the document in the Work notes field.
   Reclassify supporting documents	Reclassify contract documents in third-party contract review request as a legal fulfiller
   Remove the supporting document	Select the document you want to delete. Select Remove. On the Confirmation screen, select Remove.

7. Select Save to save the record.