Reclassify contract documents in non self served contract request

As a contract fulfiller, reclassify the documents submitted in a third-party contract review request. For example, you need to change the contract document type from Non-disclosure Agreement to Partnership Agreement.

Before you begin

Role required: sn_cm_core.contract_fulfiller

Procedure

1. Navigate to the contract workspace and select the contract request.
2. In the Contract Documents related list, select Reclassify.
3. In the Existing contract type drop-down list, select the contract type that you want to reclassify.
4. In the Reclassify to drop-down list, select the contract type into which you want to reclassify.
5. Optional: Add more information about the document in the Work notesfield.
6. Select Reclassify to update the classification.
7. Select Save to save the record.