View and track contract request details

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

    • As a contract user or contract administrator, view the details and track the activities of the contract request.

    Before you begin

    Role required: sn_cm_core.contract_user, sn_cm_core.contract_admin

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request.
    3. View the details of the contract request.
      • Review the request details by accessing the Details tab.
      • State displays the state of the contract request.
      • Contract status displays the status of the contract document.
      • Review the contract document by accessing the Contract Documents tab.
        • If the request uses internal storage for attachments, access the document by selecting it.
        • If the request uses external storage, access the document by selecting the link.
      • View the list of supporting documents by accessing the Supporting Documents tab. This related list is available only for non-self-served contract request.
      • View a list of signatories and their details by accessing the Signatories tab.
      • View the final contract document by accessing the Contract Repository tab. When multiple contract documents are attached in non-self-served contract request, a separate record is created for each contract type.
      • View the access levels to documents for various personas by accessing the Document Access tab.
    4. Track the request's activities and post messages for the fulfiller working on it by accessing the Activity tab.