Work on a sales contract review request

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • As a member of the legal contracts support team, review and revise a sales contract document as per the requested changes. Upload the revised document to the request and send it to the requester directly from the request.

    Vorbereitungen

    The practice area lead or group manager should have assigned you the request. If not, you can open the request to assign it to yourself or someone in the group.

    Role required: sn_lg_ops.legal_fulfiller

    Warum und wann dieser Vorgang ausgeführt wird

    As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.

    Prozedur

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Click the list icon (List icon).
    3. In the Lists tab, open a legal request by selecting an option under Legal Requests.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a request to work on.
      3. If the request is newly assigned to you, select Start Work to start working on the request.

        The state of the legal request is Work in progress and the document is Legal review.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a request to work on.
    4. Wahlweise: If you need help from other fulfillers to work on the legal request, add them in the Collaborators field.
      Hinweis:
      Users with the sn_lg_contracts.contracts_fulfiller role are listed in the Collaborators field.
      The collaborators are notified via email that they have been added as collaborators to a legal request.
    5. Wahlweise: Initiate an ad hoc approval for a legal request or its attachment for the legal request or its attachments when an approval is required from other stakeholders.
    6. In the Activity stream section, review the changes requested by the requester and make necessary changes in the contract document.
    7. Wahlweise: Communicate using emails from Legal Counsel Center with the requester or other stakeholders.
    8. Download the attached contract document to make changes requested by the requester
    9. Wahlweise: After the sales contract is finalized, create a legal contract repository record to store the document.
      1. In the Legal Contracts tab, click New.
        The Legal Contract form displays that contains most fields auto-populated from the legal request fields.
      2. Upload the updated contract document.
        Tabelle : 1. Upload contract document
        Option Steps
        Upload the contract document in the request In the Attachments section, attach the contract document file.
        • If you are attaching a file for the first time, click Browse.
        • If you are attaching additional files, click the add attachment icon (Add attachment icon.).
        Upload the contract document to an external storage and add its link In the Signed Contract field, enter the URL of the contract document that is uploaded on the external storage system.
      3. Click Save.
    10. After resolving the legal request, close the request by clicking Close Complete.