Work on self-served contract requests as a contract user

As a contract user, edit request, regenerate contract document, and send for signature.

Before you begin

Role required: sn_lg_cnt.contract_user

Procedure

1. Navigate to your workspace.
2. Open the contract request.
3. Work on the contract request.

   Action	Steps
   Modify the request details	Modify the fields of the self-served review request.
   Regenerate contract document	Create a contract document revision from the contract template that includes the latest values and discards the changes made in the previous version of the document. For more information, see Regenerate contract document after modifying request.
   Sync the document Note: This option is available on Contract Management Pro starting with version 1.2.1	Create a new version of the contract document with updated metadata and signatories while retaining the changes made in the previous version. For more information, see Create an updated contract document revision after modifying a self-served contract request (Contract Management Pro 1.2.1).
   Sync signatories Note: This option isn’t available on Contract Management Pro starting with version 1.2.1 because it is no longer necessary.	Update the contract document with the latest signatory details. For more information, see Updating and synchronizing signatories
   Send the document for signature.	See Send a contract document for signature.
   Cancel request	On the contract request page, from the Actions menu, select Cancel Request. Select Cancel Request to confirm cancellation.