Synchronize a non-disclosure agreement document after modifying a self-served contract request (Contract Management Pro 1.2.1)
Synchronize the contract document for non-disclosure agreements contract 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.
Por Que e Quando Desempenhar Esta Tarefa
Nota:
The Sync document option is available only starting with Contract Management Pro version 1.2.1
You can synchronize a contract document only when the contract request is in the Work in progress state.
Nota:
Tables are not 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.
Antes de Iniciar
Role required:
- sn_lg_ops.legal_user and sn_cm_core.contract_user
- sn_cm_core.contract_fulfiller
Procedimento
- Navigate to .
-
Select the List icon (
).
- Navigate to Legal Requests.
- Open a legal request.
- Navigate to the Contract Requests tab and open the request.
- In the Contracts documents tab, select Sync document.
Resultado
A new contract document revision is created with the update metadata and signatories. The changes made in the previous revision are retained.