Create a document revision

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As a contract fulfiller, create a document revision to upload an updated version of the contract that contains the latest changes in the contract request, corrections, or suggestions from a third party.

    Vorbereitungen

    Role required: sn_cm_core.contract_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    You can create document revisions only when the State is Work in progress.
    Hinweis:
    If the contract type is inactive, the Create revision button isn’t available for self-served contract requests.

    Prozedur

    1. Open a contract request from the workspace you are using.
      Tabelle : 1. Steps for opening a contract request from your workspace
      Method Steps
      Contract Workspace
      • Navigate to All→Contract Workspace.
      • Select the list icon ([List icon]).
      • Select Contract requests→All
      • Select a contract request.
      Workspace used by your application
      • Navigate to your workspace.
      • Open the list that displays the contract requests.
      • Select a contract request.
    2. In the Contract Documents tab, select Create Revision.
      Abbildung : 1. Create revision
      Create a contract revision in contract request
    3. In the Create revision window, upload the updated contract.
      Abbildung : 2. Create revision pop-up window
      Attach document for contract revision
      1. For non-self-served requests, select the contract type in the Select contract type field.
        Only active contract types are displayed in the list.
        Hinweis:
        The field is available only for multiple contracts type contract requests.
      2. In the Create revision from drop-down list, select the source of the updated contract and add the file.
        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.
    4. Select Create.

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

    5. Select Save.