Work on a non-self-served contract review request

As a member of the contracts support team, review and revise a non self served contract document. You can email the revised document to stakeholders to verify the revisions and then send the ready document for e-signature from within the contract request.

Before you begin

Role required: sn_cm_core.contract_fulfiller

About this task

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.

Procedure

1. Navigate to your workspace.
2. In the Lists tab, open a contract request by selecting an option under Contract Requests.

   Option	Steps
   As an assignee	Select the Assigned to Me option. Select a request to work on. If the request is newly assigned to you, select Start Work to start working on the request. The state and the Contract status of the contract request is Work in progress.
   As a collaborator	Select the Collaborations option. Select a request to work on.

3. Optional: If you need help from other fulfillers to work on the contract request, add them in the Collaborators field.
   Note:

   Users with the sn_cm_core.contract_fulfiller role are listed in the Collaborators field.
   The collaborators are notified via email that they have been added as collaborators to a contract request.
4. Optional: Reclassify the contract or supporting documents submitted for review.
   For more information, see Reclassify contract documents in non self served contract request and Reclassify supporting documents in the contract request.
5. Open an existing revision of a contract document.
   • For internal storage: In the Contract documents tab, select the name of the document to open the document revision record.
   • For external storage: In the Contract documents tab, click the link in the URL tab to view the document online.
6. Review the contract documents.
7. Create document revisions.
   For more information, see Create document revision.
8. If an approval is required from other stakeholders, send the document for ad hoc approval.
   For more information, see Initiate an ad hoc approval for a contract document revision.
9. Set up an email to stakeholders to have the completed contract document reviewed and the changes confirmed.
   For more information, see Send email to stakeholders.
10. In the Signatories tab, add signatories to whom the contract will be sent for an e-signature by selecting Add.

    Option	Steps
    Internal	In the Internal Signer field, enter the name of the signer. The fields Authorized signatory name, Signatory, and Signatory email are automatically populated. In the Order field, enter the order in which the contract should be sent to the signer. The order value should be unique
    External	In the Authorized signatory name field, enter the external signer's name. In the Signatory field, enter the external signer's title. In the Signatory email field, enter the external signer's email address. 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.

11. When all stakeholders have agreed on a contract document revision, select Prepare for Signature to prepare and send the document to the signatories for e-signature.
    1. Note:

       Option to reorder is seen only when multiple documents are attached.
       In the Reorder the document pop-up, drag and place the documents to define the order.
    2. Select Prepare for Signature.
    The document status updates to Preparing for Signature. The contract documents submitted in the non-self-served contract request will be combined into a single document and sent for Prepare Signature.
12. Complete the document in the configured e-signature system and send it for signature.
    1. Log in to the e-signature portal.
    2. Preview the document to ensure that the content is correct.
    3. Add the required fields including the Signature field.
    4. Select Send.
    An e-signature envelope is created and sent to all signatories. If the system receives a success notification from the electronic signature provider, the State and Contract status updates to Awaiting Signature.
13. Optional: If you need to cancel the signature request before all signers have completed signing the document, select Cancel signature.
    The contract request State updates to Work in Progress and the Contract document Status updates to Signature canceled.

What to do next

• Signatories can sign or decline to sign the contract.

  For more information, see Signature workflow for a contract request.

• Check the contract request state and the contract document status in the request.
  • If all signatories sign the contract document, the contract document status updates to Contract signed. In the Signatories tab, the status of all signatories updates to Signed. You can access the contract repository record from the Contracts Repository tab.
  • If any signatory declines to sign the contract document, the Contract Status updates to Signing Declined. If more changes are required in the contract document, update it and resend it to the signatories for their signature.
  • After all the signatories have signed the document, an email is sent to the signatories with the finalized contract document attached.
• If the contract is signed by all signatories, you can close the request by selecting Close Complete.