As a legal fulfiller, reclassify the documents submitted in a third-party contract review request. For example, you need to change the contract document type from Non-disclosure Agreement to Partnership Agreement.
Before you begin
Role required: sn_lg_cnt.contract_fulfiller
Procedure
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Navigate to .
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Select the List icon (
).
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Open the legal request for which you want to reclassify the documents.
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Select the contract request from the Contract Requests tab.
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In the Contract Documents tab, select Reclassify.
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In the Contract type drop-down list, select the contract type that you want to reclassify.
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In the Reclassify to drop-down list, select the contract type into which you want to reclassify.
Only active contract types are displayed in the list.
- Optional:
Add more information about the document in the Work notes field.
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Select Reclassify to update the classification.
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Select Save to save the record.