Share requested information for internal review

  • Release version: Washingtondc
  • Updated June 17, 2024
  • 1 minute to read

    • As a contract fulfiller, share information requested by the reviewer to proceed with the contract document review.

    Before you begin

    Role required: sn_cm_core.contract_fulfiller

    About this task

    The work notes added when requesting information are available in the Activity stream. Review the information needed and gather the information to be sent to the reviewer.

    Procedure

    1. Open the review task from workspace that you are using.
      MethodSteps
      Contract Workspace listing
      1. Navigate to All > Contract Workspace.
      2. Click the list icon (List icon).
      3. Select Review tasks > All
      4. Open the review task from the list
      Contract Workspace landing page
      1. Navigate to All > Contract Workspace.
      2. Select Review task card.
      3. Open the review task from the list
      Workspace used by your application
      1. Navigate to your workspace.
      2. Open the list that displays the review tasks.
      3. Open the review task from the list.
      Reviews tab
      • Navigate to Contract Workspace or your workspace.
      • Open a contract request.
      • Select Reviews tab.
      • Open the review task from the list.
    2. Select Send information.
    3. If you have document to be shared, select Attach file.
    4. Select the file to be shared.
    5. In the Comments field, enter work notes.
    6. Select Send.

    Result

    The information is shared with reviewer and the review task State changes to Work in progress.