--- sourceDocument: Australia Employee Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management Release : - australia ft:locale : - pt-BR ft:publication_title : - Australia Employee Service Management ft:clusterId : - emplsm bundleId : - emplsm workflow : - Employee --- # Work on NDA legal requests # Work on NDA legal requests {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 min. de leitura As a member of the legal contracts support team, work on the legal request. Upload the revised document to the request and send the document to the requester from within the request. ## Antes de Iniciar The practice area lead or group manager should have assigned you the request. If not, you can open the request to [assign it to yourself or someone in the group](https://www.servicenow.com/docs/bvp6fN6i_jkBEe~AHRxRtA "Assign a legal request to yourself or to someone in your assignment group."). Role required: sn_lg_cnt.contract_fulfiller ## Por Que e Quando Desempenhar Esta Tarefa As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields. ## Procedimento 1. Assign a legal request to yourself or to someone in your assignment group. For more information, see [Assign a legal request](https://www.servicenow.com/docs/bvp6fN6i_jkBEe~AHRxRtA "Assign a legal request to yourself or to someone in your assignment group.") 2. Start working on a legal request. 1. Navigate to AllLegal RequestLegal Counsel Center. 2. Select the list icon (![List icon]()). 3. Select Legal requests option. 4. Select Assign to me. 5. Open the legal request from the list. 6. Select Start work {#snlc-work-on-contract-request__substeps_vkc_n3t_s1c} The state of the legal request updates to Work in progress. 3. In the Lists tab, navigate to Legal Requests or Contract Requests. | Option | Steps | | As an assignee | 1. Select the Assigned to Me option. 2. Select a contract request to work on. {#snlc-work-on-contract-request__ol_lt5_lb3_gtb} | | As a collaborator | 1. Select the Collaborations option. 2. Select a contract request to work on. {#snlc-work-on-contract-request__ol_y1q_vb3_gtb} | |-|-| {#snlc-work-on-contract-request__choicetable_jhj_kb3_gtb} 4. **Opcional:** If you need help from other fulfillers to work on the legal request, add them in the Collaborators field. Nota: Users with the sn_lg_contracts.contracts_fulfiller role are listed in the Collaborators field. The collaborators are notified via email that they have been added as collaborators to a legal request. 5. **Opcional:** In the legal request, update the Watch list, Collaborators, and Requested for. Any changes done to the Watch list, Collaborators, and Requested for are synced to the contract request. 6. **Opcional:** Update a company name by selecting its name in the Company field. If the company name is not listed in the Company field, select the Add new company name check box and then enter the company name in the New company legal name field. 7. **Opcional:** If you have opened a contract request from the Legal requests listing, select the Contract Requests tab. 8. **Opcional:** Initiate an ad hoc approval for the contract document revision when an approval is required from other stakeholders. For more information, see [Initiate an ad hoc approval for a contract document revision](https://www.servicenow.com/docs/Y~zojNtEdSEs7o6x~gKlvA "Initiate an ad hoc approval for a contract document revision from a user or a user group."). 9. **Opcional:** Add internal or external signatories to the contract request by accessing the Signatories tab and selecting Add. Nota: You can add signatories in NDA legal requests only when the contract is generated from a template configured with signature blocks | Option | Steps | | Internal | 1. In the Internal Signer field, enter the name of the signer. The fields Authorized signatory name, Signatory, and Signatory email are automatically populated. 2. In the Order field, enter the order in which the contract should be sent to the signer. The order value should be unique 3. Select Add. {#snlc-work-on-contract-request__ol_w3x_kwb_5bc} | | External | 1. In the Authorized signatory name field, enter the external signer's name. 2. In the Signatory field, enter the external signer's title. 3. In the Signatory email field, enter the external signer's email address. 4. In the Order field, enter the order in which the contract should be sent to signers for an e-signature. The order value should be unique. 5. Select Add. {#snlc-work-on-contract-request__ol_x3x_kwb_5bc} | |-|-| {#snlc-work-on-contract-request__choicetable_v3x_kwb_5bc} 10. **Opcional:** Remove the signatories from the contract request by accessing the Signatories tab, selecting the signatory, and selecting Remove. Nota: You can remove signatories in NDA legal requests only when the contract is generated from a template configured with signature blocks 11. **Opcional:** In the Signatories tab, select Sync signatories to update the contract document with the latest signatory details. For more information, see [Updating and synchronizing signatories](https://www.servicenow.com/docs/odo2QVZrginCUOvJH2096A "As a legal user or fulfiller, update and sync signatory details when the contract submission has failed, or contract document cannot be sent due to incomplete signatory information.") Nota: This option is not available on Contract Management Pro starting with version 1.2.1. 12. In the Activity section, review the changes requested by the requester and make the necessary changes in the contract document. 13. Upload the revised contract document. 1. In the Contract documents tab, select Create Revision. 2. In the Create revision dialog box, select the source of the updated contract and upload a new document revision. Computer : Select this option to upload a file from your system. The Attachment field appears upon selecting this option. Select Attach File and upload the updated contract from your system. Activity stream : Select this option to select a document from the activity stream. The Document field appears upon selecting this option. Select the document in the activity stream. The activity stream includes documents attached while requesting changes for a contract or documents received through email. External storage : Select this option if external storage is enabled. The Document field appears upon selecting this option. Select the updated contract from external storage. 3. **Opcional:** Add work notes to provide any information on the attached document. 4. Select Create. {#snlc-work-on-contract-request__substeps_nbg_t1k_x4b} The attached document is added to the request. The revision number of the latest document is one higher than the previous document revision number. The document is listed in the Contract document tab. 14. When a legal request changes, create a new version of the contract document with updated metadata and signatories and retain the changes in the previous version by selecting Sync document. For more information, see [Synchronize a non-disclosure agreement document after modifying a self-served contract request (Contract Management Pro 1.2.1)](https://www.servicenow.com/docs/o1j1LDg6x145xYdM~jovqw "Synchronize the contract document for non-disclosure agreements contract requests to create a new revision of the document with updated metadata and signatories while retaining the changes made in the previous version of the contact document."). Nota: This option is available on Contract Management Pro starting version 1.2.1 15. **Opcional:** For any changes in legal request, select Regenerate option to create a new version of the contract document with updated metadata and signatories, and discard the changes in the previous version. For more information, see [Regenerate contract document after modifying request](https://www.servicenow.com/docs/Yo6k4UbbTZKmzfmQHM3sag "As a legal user or legal fulfiller, regenerate the contract document for non-disclosure agreement contract requests when the legal request has been modified."). 16. Set up an email to stakeholders to request to have the completed contract document reviewed and the changes confirmed. 1. Select Compose Email. 2. In the New Email Draft tab, add recipients' email addresses in the To, CC, and BCC fields as appropriate. The CC field is automatically populated with the requester's email address. 3. Enter the subject of the email in the Subject field. The short description of the request is populated by default. 4. In the Attachments field, select +Add File. 5. Select whether the file source is your computer or an attachment to a record and select the file to be attached. If you've marked a contract document revision as Ready, it's attached to the email by default. 6. Either enter your own message in the email body or copy and paste the content from an email response template into the email body. Using response templates, you can insert predefined content into the email body. Select the response template icon (![Response template icon.]()) and find an appropriate response template based on the subject of your email. Copy and paste the template's content into the email body. Nota: Only response templates configured for the email channel are available to use. For more information, see [Response templates configured for email channel](https://www.servicenow.com/docs/SjmQIjLFbTnbilaN0x_Yzg "Create or modify a response template with a reusable message that legal fulfillers can use to send users quick and consistent messages. They can use these reusable messages in their assigned legal requests or legal matter forms, as well as in chat sessions or emails."). 7. Either send the email immediately or indicate that it should be sent later. * To send the email immediately, select Send email. * To indicate that the email should be sent later, select Save as draft. If you choose to save the email as a draft, you can modify it later. If a newer document revision has been posted, you have to substitute that revision for the document you attached. {#snlc-work-on-contract-request__ul_gfp_bdr_2yb} {#snlc-work-on-contract-request__substeps_ojx_qkj_bwb} * **[Synchronize a non-disclosure agreement document after modifying a self-served contract request (Contract Management Pro 1.2.1)](https://www.servicenow.com/docs/o1j1LDg6x145xYdM~jovqw)** Synchronize the contract document for non-disclosure agreements contract requests to create a new revision of the document with updated metadata and signatories while retaining the changes made in the previous version of the contact document. * **[Regenerate contract document after modifying request](https://www.servicenow.com/docs/Yo6k4UbbTZKmzfmQHM3sag)** As a legal user or legal fulfiller, regenerate the contract document for non-disclosure agreement contract requests when the legal request has been modified. * **[Updating and synchronizing signatories](https://www.servicenow.com/docs/odo2QVZrginCUOvJH2096A)** As a legal user or fulfiller, update and sync signatory details when the contract submission has failed, or contract document cannot be sent due to incomplete signatory information. * **[Reviewing and finalizing a self-served contract document](https://www.servicenow.com/docs/R7CfRvrMhl_3F_yPzzoQGQ)** Review and finalize the contract document generated after the self-serve contract request is submitted, then send it for signature. * **[Initiate an ad hoc approval for a contract document revision](https://www.servicenow.com/docs/Y~zojNtEdSEs7o6x~gKlvA)** Initiate an ad hoc approval for a contract document revision from a user or a user group. * **[Send a non-disclosure agreement document for signature](https://www.servicenow.com/docs/KjGhcmxmZPPy1PTgLWKdpw)** After a non-disclosure agreement contract document has been reviewed and finalized, send the document for signature. * **[Signature workflow for a request](https://www.servicenow.com/docs/9U7iRdz_WEMaHXxBaHRPFw)** Contract Management Pro for Legal Service Delivery supports electronic signature or wet (manual) signature for a contract request.