Review a contract document

As a contract user, review a contract document and submit a change request to the contract fulfiller if changes are necessary.

Before you begin

Role required: sn_cm_core.contract_user

About this task

• Change requests can be submitted only by users who have initiated the contract request or for whom it was initiated, and the Contract state is Work in progress
• The Request changes option is not available if a previously submitted change request is not completed.

Procedure

1. Navigate to your workspace.
2. Select a contract request.
3. Select the Contract document tab.
4. Access the contract document.

   Location	Action
   From internal storage	Select Preview document. In the drop-down list, select the contract type. Select Preview to view the document.
   From external storage	Select the link in the URL column. The document opens from the external storage.

5. Review the contract document.

   Review result	Action
   No change is required	Send the document for signature. For more information, see Send a contract document for signature.
   Changes are required	Submit a change request. From the Actions drop-down list, select Request Changes. In the Request Changes dialog box, describe the desired changes. Select Submit. The change request is submitted for the contract document and the change request details are added to the Activity stream. When a contract request has been assigned to a contract fulfiller, the contract status changes to Changes requested and the Contract state remains in Work in progress to indicate that a change request has been submitted. If a contract request is not assigned to anyone, its state changes to New and it is listed as unassigned in the contract workspace for a contract fulfiller to work on.