Initiate a self-served contract request

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • As a case owner or fulfiller, initiate a self-served contract for the case you are working on. Self-served contracts are submitted when you want own paper based contract documents to be sent for review.

    Before you begin

    Before initiating a self-serve contract request, ensure you have created contract types and templates for them. For more information, see Create a contract type and Configure contract templates for a contract request.

    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 Own paper.
    5. In the Contract type drop-down list, select the type of contract you want to generate.
    6. In the Signature type drop-down list, select the signature type for the contract document.
    7. In the Start date field, specify the contract start date.
    8. In the End date field, specify the contract end date.
      The End date should be later than the Start date.
    9. Select Initiate.
      If you do not have an active contract template for the selected contract type, an error is displayed.

    Result

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

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

    On the Contract request form, you can assign the contract request, add collaborators, add users to the watch list, change the signature type, and also update the start date and end date.

    What to do next

    The next steps depend on whether there were validation errors: