Work on self-served contract requests as a contract user

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

    • As a contract user, edit request, regenerate contract document, and send for signature.

    Antes de Iniciar

    Role required: sn_lg_cnt.contract_user

    Procedimento

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Work on the contract request.
      ActionSteps
      Modify the request details Modify the fields of the self-served review request.

      If you want to add a company name that is not listed in the Company field, select the Add new company name check box and then enter the company name in the New company legal name field.
      Regenerate contract document Create a contract document revision from the contract template that includes the latest values and discards the changes made in the previous version of the document. For more information, see Regenerate contract document after modifying request.
      Sync the document
      Nota:
      This option is available on Contract Management Pro starting with version 1.2.1
      		 Create a new version of the contract document with updated metadata and signatories while retaining the changes made in the previous version. For more information, see Create an updated contract document revision after modifying a self-served contract request (starting Contract Management Pro 1.2.1).
      Sync signatories
      Nota:
      This option isn’t available on Contract Management Pro starting with version 1.2.1 because it is no longer necessary.
      		 Update the contract document with the latest signatory details. For more information, see Updating and synchronizing signatories
      Send the document for signature. See Send a contract document for signature.
      Cancel request
      • On the contract request page, from the Actions menu, select Cancel Request.
      • Select Cancel Request to confirm cancellation.