Create an updated contract document revision after modifying a self-served contract request (starting Contract Management Pro 1.2.1)

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • When a contract request is modified, sync the contract document for self-served 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.

    About this task

    Note:
    The Sync document option is available starting with Contract Management Pro version 1.2.1.

    You can sync a contract document only when the contract request is in the Work in progress state.

    Note:
    Tables aren’t updated when you use the Sync document option. You must regenerate the document to update the tables. For more information, see Regenerate contract document after modifying request.

    Before you begin

    Role required: sn_cm_core.contract_fulfiller or sn_cm_core.contract_user

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Select the Contracts documents tab.
    4. Select Sync document.
      Figure 1. Sync document
      Sync document to update the contract.

    Result

    A new contract document revision is created with the updated metadata and signatories. The changes made in the previous revision are retained.