Modify supporting documents in third-party contract request
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
- Navigate to .
-
Select the List icon (
).
- Open the request for which you want to reclassify the documents.
- Select the contract request from the Contract Requests tab.
- Navigate to Supporting Documents tab.
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Modify the supporting documents.
Action Steps Add supporting documents - Select Attach Document.
- In the Attach documents form, select a storage source and upload one or more documents.
- To upload from your computer
-
- Select Computer.
- Select Add file and attach one or more documents.
- Select Upload when single file is attached or Upload All when multiple files are attached. A preview is available for image files only.
- After the file is uploaded, select Attach.
To rename the file, use the Actions
option. - To upload from the activity stream
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The activity stream includes documents attached while requesting changes for a contract or documents received through email. The Document field appears when you select this option.
- Select Activity stream.
- From the Document list, select one or more documents.
- Select Attach.
- To upload from an external storage
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This option is available only when external storage is enabled. The External storage field appears when you select this option.
- Select External storage.
- From the Document list, select one or more documents.
- Select Attach.
- (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.
- Select Save to save the record.