---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/employee-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Use self-served contract request

# Use self-served contract request {#ariaid-title1}

Release version: Australia  
Updated May 19, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Use self-served contract request

ServiceNow Contract Management Pro enables customers to submit self-served contract requests that automatically generate contract documents using predefined Word templates and business rules.
This approach simplifies contract creation, review, editing, and signing by leveraging Microsoft Word format documents and integrating with electronic signature providers like Adobe Acrobat Sign and DocuSign.
Signed contracts are stored centrally either within ServiceNow or in external storage systems such as Google Drive or Microsoft OneDrive.
Show full answer Show less  

## Key Features

* **Contract Templates:** Use metadata, clauses, tables, and business rules to dynamically select and populate templates for contract requests.
* **Microsoft Word Format:** Contracts are generated in Word format for easier editing and review compared to PDF or HTML.
* **Electronic and Wet Signatures:** Integration with Adobe Acrobat Sign and DocuSign, plus support for manual wet signatures.
* **External Storage Integration:** Store signed contracts in Google Drive, Microsoft OneDrive, or within the ServiceNow instance.
* **Centralized Repository:** Access and manage contract metadata and signed documents from a single contracts repository.
* **Certification of Completion:** Generate completion certificates for electronically signed contracts via system properties.

## Self-served Contract Workflow

When a contract requester submits a request, a document is generated from a template with relevant data inserted. Requesters can ask for changes, which the contract fulfiller manages through a centralized interface. The workflow steps include:

* Initiating a contract request and validating signatory information.
* Generating the contract document dynamically with metadata, clauses, and signatories.
* Requesters editing requests or submitting change requests if revisions are needed.
* Contract fulfilers handling internal review tasks, gathering feedback, and making revisions.
* Approval workflows and finalizing contract documents, including version control for changes.
* Sending the finalized contract to signatories for electronic or manual signature.
* Storing signed contracts either internally or externally, with easy access via the contracts repository.
* Handling declined signatures by sending contracts back for rework.

Requesters can cancel requests at various stages before completion.

## Working as a Contract Fulfiller or User

* Contract fulfillers review, revise, and finalize contract documents based on requests.
* Contract users can edit contract requests, regenerate documents, and initiate signature requests.
* Add and manage signatories, including modifying signing order prior to sending for signature.
* Generate updated contract revisions automatically after request modifications while preserving prior edits.
* Sync signatory details to resolve submission failures or incomplete information issues.
* Review and finalize contract documents before sending for signature to ensure accuracy and compliance.

## Benefits for ServiceNow Customers

This capability streamlines contract lifecycle management by automating document generation, enabling collaborative review, and integrating with popular e-signature and cloud storage solutions. Customers benefit from reduced manual effort, improved contract accuracy, and centralized access to signed contracts, facilitating efficient contract administration and compliance within the ServiceNow platform.  
Use Contract Management Pro to submit contract requests that will generate contract documents using a predefined contract template and template rules.

## Features {#cncore-request-ss-contract__section_vtg_wzf_tqb}

* Contract templates with metadata, clauses, tables, and create business rules for selecting the most relevant template for a request.
* Contract templates in Microsoft Word format enable easier contract review and editing for the contract fulfiller.
* Electronic signature integrations with Adobe Acrobat Sign and Docusign.
* Wet signature support for manual signing.
* External storage integrations with Google Drive and Microsoft OneDrive for storing signed contract documents.
* Centralized contracts repository containing the metadata of signed contract documents.
* System property to generate a certification of completion for an electronically signed contract.
{#cncore-request-ss-contract__ul_bvs_wzf_tqb}

## Self-served contracts workflow {#cncore-request-ss-contract__section_nrc_nfg_h1c}

When a requester submits a self-served contract request, a contract document is created using a standard contract template based on the information from the request. The information from the request is
inserted at the appropriate places in the template.{#cncore-request-ss-contract__p_orc_nfg_h1c}

If needed, requesters can request specific changes in the generated contract document. The fulfiller can manage and process these requested changes to make necessary revisions to the contract document from a centralized location. Because contract documents are in Microsoft Word format, reviewing, editing, and finalizing the contract documents is easier than for documents in PDF or HTML format.{#cncore-request-ss-contract__p_prc_nfg_h1c}

If the generated contract document doesn't require any changes, the requester can send it to the signatories for an electronic signature. After all signatories have signed the contract document, it's stored on
the ServiceNow instance or an external storage system based on the configuration. The requester and contracts department members can access the signed contract document from the contracts repository.{#cncore-request-ss-contract__p_qrc_nfg_h1c}  
A workflow for a self-served contract request might progress as follows:

1. The Contract requester initiates a contract request. For more information, see [Initiating a contract or amendment request](https://servicenow-prod.fluidtopics.net/mVpCt7IX~Heuok~2Jh5R6w "As a case owner or fulfiller, initiate a contract or amendment request for the case you are working on.").
   * If there are no validation errors, a contract request is created in the Work in progress state.
   * If there are any signatory validation errors, the contract requester resolves them and resubmits the contract request.
   {#cncore-request-ss-contract__ul_i45_rvz_t1c}
2. A contract document is generated from a contract template and the metadata, clauses, signatories, and tables are added dynamically according to predefined conditions.
3. The contract requester edits the requests for any changes and creates a new version of the contract document by using the Regenerate or Sync document option.
4. The contract requester views the contract document and does one of the following actions:
   1. If no changes are required, the document is sent for signature.
   2. If any changes are required, the contract requester submits a change request.
   {#cncore-request-ss-contract__ol_efm_22z_zbc}
5. Based on the change request, the contract fulfiller can take the following actions:
   1. Initiates an internal review process.
      1. The contract fulfiller submits a review task for an internal review.  
         Note:  
         The contract fulfiller can create parallel review tasks for the same contract document for different reviewer groups. However, the contract fulfiller can't create a review task for the same document with the same reviewer group if another active task already exists.
      2. A contract reviewer group manager can assign the review task, or a contract reviewer can self-assign it.
      3. The assigned contract reviewer starts working on the contract document.
      4. If the information is incomplete, the contract reviewer requests more information from the contract fulfiller.
      5. If a request for more information was submitted, the contract fulfiller shares the information.
      6. The contract reviewer reviews the document, accepts or rejects redlines, proposes edits, and adds comments.
      7. The contract reviewer completes the review and shares the updated contract document if available.
      8. The contract fulfiller receives the updated document and makes the necessary changes based on the feedback.
         * For internal storage: If any changes are required, a new document version is created after finalizing the document.
         * For external storage: Reviewers collaborate on the contract document revision online in real-time. After the review is complete, the fulfiller can finalize the contract document that is available online or create offline version with the changes.
         {#cncore-request-ss-contract__ul_jhf_rpz_zbc}
      {#cncore-request-ss-contract__ol_jfq_g2z_zbc}
   2. The contract fulfiller initiates an ad-hoc approval from the stakeholders. If the review reveals any required changes, the changes are made and a new document revision is created.
   3. After the document is finalized, the fulfiller sends the document to the requester.
   {#cncore-request-ss-contract__ol_ifq_g2z_zbc}
6. The contract requester previews the generated contract and, if no changes are required, sends it to the signatories. If changes are required, the review and revision process continues.
7. If external storage is configured, contract documents are stored in it. Otherwise, they are stored in the ServiceNow instance.
8. If any signatory declines the document, it is sent back to the requester to be reworked and the revision is sent for signature.
9. The signed contract is attached to the contract request record.
10. The signed contract is stored on the ServiceNow instance or an external storage system and referenced in the contract repository. The requester and department members can access the signed contract document from the Contracts repository.
{#cncore-request-ss-contract__ol_hpn_fnv_fxb}  
Note:  
The contract requester can cancel a contract request when the state is in Draft, New, Awaiting Approval, Awaiting signature, or Work in progress.
* **[Work on requests as a contract fulfiller](https://servicenow-prod.fluidtopics.net/erc2AYt~4G3jgObniwrZcg)**   
  Review and finalize a contract document according to the contract request.
* **[Work on self-served contract requests as a contract user](https://servicenow-prod.fluidtopics.net/ivCrBtjyv2M9QMOjL4DpvQ)**   
  Edit a contract request, regenerate the contract document, and send it for signature.
* **[Add signatories in self-served contract request](https://servicenow-prod.fluidtopics.net/Sh28gPIZ5qkPolEfwrd33A)**   
  Add signatories to a self-served contract request when the contract is generated from a template configured with signature blocks.
* **[Modify the signing order for signatories](https://servicenow-prod.fluidtopics.net/YTqnvYogja~WRPNgQ~wqBw)**   
  Modify the order in which signatories sign a contract document that has not yet been sent for signature.
* **[Create an updated contract document revision after modifying a self-served contract request (starting Contract Management Pro 1.2.1)](https://servicenow-prod.fluidtopics.net/bPMu3TkHZHM9OcV2oARJxQ)**   
  When a contract request is modified, sync the contract document for self-served requests to create revision of the document with updated metadata and signatories while retaining the changes made in the previous version of the contact document.
* **[Regenerate contract document after modifying request](https://servicenow-prod.fluidtopics.net/zglrjAJ0DjO7K9T6RHQVcg)**   
  As a contract user or contract fulfiller, regenerate the contract document for self-served requests when the parent request has been modified.
* **[Updating and synchronizing signatories](https://servicenow-prod.fluidtopics.net/GGxiAhkuVdL4kNmJZv_MFQ)**   
  As a contract user or fulfiller, update and sync signatory details when the contract submission has failed, or contract document cannot be sent due to incomplete signatory information.
* **[Reviewing and finalizing a self-serve contract document](https://servicenow-prod.fluidtopics.net/sWfTo7phJbpkrUT9qTGXDw)**   
  Review and finalize the contract document generated after the self-serve contract request is submitted, then send it for signature.