Initiate a non-self-served contract request

As a case owner or fulfiller, initiate the submission of contracts when you want third-party based contract documents to be sent for review.

About this task

The initiated contract is assigned according to an assignment rule or manually by a contract fulfiller or a group manager. The contract administrator can modify the assignment rule to specify the group to which the contract request should be assigned.

Before you begin

Ensure that the initiate contract button has been added to your workspace. For more information, see Add a workspace action button for initiating a contract request.

Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

Procedure

1. Navigate to your workspace.
2. Open the case for which you want to initiate a contract.
3. Select Initiate contract.
4. In the Type of paper drop-down list, select Third-party paper.
5. In the Signature type drop-down list, select the signature type for the contract document.
6. In the Start date field, specify the contract start date.
7. In the End date field, specify the contract end date.
   The End date should be later than the Start date.
8. Select Initiate.

Result

A contract request is initiated and opens in a new tab displaying the contract request details.

If there are validation errors, the contract request is created in the Draft state. If there are no validation errors, the contract request is created in the Work in progress state.

Table 1. Contract request form

Field	Values
State	A contract request is created in Draft state.
Contract Status	The contract status is set to Draft.
Parent	Parent request that initiated the contract request.
Requested for	User who was assigned the parent request.
Opened by	User who initiates the contract request.
Assignment group	User group assigned according to the assignment rule.
Signature type	Type of signature. Electronic signature: The signatory electronically signs the contract. Wet signature: The signatory manually signs the physical version of the contract. The default signature type is Electronic Signature.

What to do next

Add contract documents and submit the contract request. For more information, see Add contract documents to non-self-served contract request.