Create document revision

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

    • As a contract fulfiller, create document revision depending on the changes requester by a third party.

    Before you begin

    Role required: sn_cm_core.contract_fulfiller

    About this task

    You can create document revisions only when the State is Work in progress.

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request.
    3. In the Contract Documents tab, select Create Revision.
    4. In the Upload Revision dialog box, select a storage type and upload a new document revision.
      The available storage types are:
      • Computer- Select the Attach File and upload the revised document.
      • Inbound Email- In the Document field, select the document that is displayed based on an attachment in the activity stream.
      • External Storage- In the Document field, select the document. This option is displayed only if external storage is configured.
      After attaching the file, in the Create Revision dialog box, you can download, edit the attachment name, or delete the file.
    5. Select Create.

      The document is added to the request. The revision number of the latest document is one higher than the previous document revision number. The document revision is listed in the Contract Documents tab.

    6. Select Save to save the contract request.