Work on a contract change request

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

    • As a contract fulfiller, review the change request, update the contract document, and send it back to the contract user.

    Vorbereitungen

    Role required: sn_cm_core.contract_fulfiller

    Prozedur

    1. Navigate to your workspace.
    2. Select the contract request for which the change request has been submitted.
      The details of the change request are included in the Activity stream and the notification email.
    3. If the contract request is not already assigned to you, select Assign to me.
    4. Select Start work to work on the change request.
    5. Select the Contract documents tab.
    6. Access and edit the contract document.
      Choice Steps
      Download contract document from the internal storage
      1. Select Preview document.
      2. In the drop-down list, select the contract type.
      3. Select Preview.
      4. Select the Download icon (Download icon).
      5. Edit the downloaded document.
      Download contract document from the external storage
      1. Select the URL.

        The document opens from the external storage.

      2. Download the contract document
      3. Edit the downloaded document.
      Edit the contract document directly from the external storage
      1. Select the URL.

        The document opens from the external storage.

      2. Edit the document directly from the external storage.

        The document is automatically saved in the external storage.
    7. If you have downloaded the document from the storage, upload the updated contract document by creating a revision.
      1. Select Create revision.
      2. In the Create revision from drop-down list, select a storage type and upload the new document.
        • In the workspace: Select Attach File and upload the document.
        • Activity stream: In the Document field, select the document that is displayed based on attachments in the activity stream.

          The documents attached while requesting changes for a contract and the documents received through inbound emails are available in the Activity stream.

        • External Storage- In the Document field, select the document. This option is displayed only if external storage is configured
    8. Wahlweise: Get approval of the updated document from stakeholders.
      For more information, see Initiate an ad hoc approval for a contract document revision.
    9. Return the contract document to the requester.
      1. Select Send document.
      2. Select Send document on the confirmation screen.

    Ergebnisse

    The document is sent back to the user and the Contract status updates to Document ready to indicate that the contract document has addressed the change request.