Initiate a non-self-served contract request

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • As a case owner or fulfiller, initiate the submission of contracts when you want third-party based contract documents to be sent for review.

    Por Que e Quando Desempenhar Esta Tarefa

    The initiated contract is assigned according to an assignment rule or manually by a contract fulfiller or a group manager. The contract administrator can modify the assignment rule to specify the group to which the contract request should be assigned.

    Antes de Iniciar

    Ensure that the initiate contract button has been added to your workspace. For more information, see Add a workspace action button for initiating a contract request.

    Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

    Procedimento

    1. Navigate to your workspace.
    2. Open the case for which you want to initiate a contract.
    3. Select Initiate contract.
    4. In the Type of paper drop-down list, select Third-party paper.
      Figura 1. Initiate own-paper contract
      Initiate contract window to populate the contract request details.
    5. In the Type field, specify whether the contract request is for single contract or multiple contracts.
      If you select Single contract, the Contract type field appears.
    6. In the Contract type field, select the type of contract for which the contract request is created.
    7. In the Signature type drop-down list, select the signature type for the contract document.
    8. In the Start date field, specify the contract start date.
    9. In the End date field, specify the contract end date.
      The End date should be later than the Start date.
    10. Select Initiate.

    Resultado

    A contract request is initiated and opens in a new tab displaying the contract request details.

    If there are validation errors, the contract request is created in the Draft state. If there are no validation errors, the contract request is created in the New state.

    O que Fazer Depois

    Add contract documents and submit the contract request. For more information, see Add contract documents to non-self-served contract request.