Review a contract document in your workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a contract user, review a contract document and submit a change request to the contract fulfiller if changes are required in the contract document.

    Before you begin

    Role required: sn_cm_core.contract_user

    About this task

    • Change requests can be submitted only by users who have initiated the contract request or for whom it was initiated.
    • The Contract state in the request is Work in progress.
    • The Request changes option isn’t available if a previously submitted change request isn’t completed.

    Procedure

    1. Open the contract request from the workspace that you’re using.
      MethodSteps
      Contract Workspace listing
      1. Navigate to All > Contract Workspace.
      2. Select the list icon (List icon).
      3. Select Contract requests > All
      4. Select a contract request.
      Workspace used by your application
      1. Navigate to your workspace.
      2. Open the list that displays the contract requests.
      3. Select a contract request.
    2. Select the Contract documents tab.
    3. Access the contract document.
      LocationAction
      From internal storage
      1. Select Preview document.
      2. In the drop-down list, select the contract type.
      3. Select Preview to view the document.
      From external storage Select the link in the URL column.

      The document opens from the external storage.
    4. Review the contract document.
      Review resultAction
      No change is required Send the document for signature.

      For more information, see Send a contract document for signature.
      Changes are required

      Submit a change request.

      1. From the Actions drop-down list, select Request Changes.
      2. Attach a file in the Attachment document field.
      3. Describe the desired changes in the Comments box.
      4. Select Submit.

        The change request is submitted for the contract document. The change request details and the attached document are added to the activity stream.

      • When a contract request has been assigned to a contract fulfiller, its status updates to Changes requested and the Contract state remains in Work in progress.
      • If a contract request isn’t assigned to anyone, its state changes to New and it is listed as unassigned in the contract workspace for a contract fulfiller to work on.