Work on a third-party contract review request

  • Release version: Australia
  • Updated March 12, 2026
  • 6 minutes to read

    • As a member of the legal contracts support team, review and revise a third-party contract document. You can email the revised document to stakeholders to verify the revisions and then send the ready document for signature from within the legal request.

    Before you begin

    Role required: sn_lg_cnt.contract_fulfiller

    About this task

    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.

    Procedure

    1. Assign a legal request to yourself or to someone in your assignment group.
      For more information, see Assign a legal request
    2. Start working on a legal request.
      1. Navigate to All > Legal Request > Legal Counsel Center.
      2. Click the list icon (List icon).
      3. Select Legal requests option.
      4. Select Assign to me.
      5. Open the legal request from the list.
      6. Select Start work
      The state of the legal request updates to Work in progress.
    3. In the Lists tab, navigate to Legal Requests or Contract Requests.
      OptionSteps
      As an assignee
      1. Select the Assigned to Me option.
      2. Select a contract request to work on.
      As a collaborator
      1. Select the Collaborations option.
      2. Select a contract request to work on.
    4. Optional: If you need help from other fulfillers to work on the legal request, add them in the Collaborators field.
      Note:
      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. Optional: Reclassify the contract or supporting documents submitted for review.
      For more information, see Reclassify contract documents in third-party contract review request as a legal fulfiller and Modify supporting documents in third-party contract review request as a legal fulfiller.
    6. Optional: If you have opened contract request from the Legal requests listing, select Contract request tab.
    7. Open an existing revision of a contract document.
      • For internal storage:In the Contract documents tab, select the name of the document to open the document revision record.
      • For external storage: In the Contract documents tab, click the link in the URL tab to view the document online.
    8. Review the contract documents.
    9. Revise the contract document if any changes are required and upload it by creating revision.
      1. Select Create revision.
      2. In the Select contract type field, select the contract type.
      3. In the Create Revision from field, select the storage type to attach the revision.

        • To select a file from your local system, select Computer and upload a file.

        • To select an attachment from the activity stream, select Activity stream.

          Files attached to inbound emails are listed in the Document field.

        • To select a file stored in the configured external storage system, select External storage.

          This option is displayed only if an external storage has been configured.

          (Optional) Add more information about the document in the Notes field.

          This information is added to the activity stream along with the attachment.

      4. Select Create.

      The document is added to the request. The revision number of the latest document is one higher than the previous document revision number. The document revision is listed in the Contract Documents tab.

    10. If an approval is required from other stakeholders, send the document for ad hoc approval.
      For more information, see Initiate an ad hoc approval for a legal request or its attachment.
    11. Set up an email to stakeholders to have the completed contract document reviewed and the changes confirmed.
      1. Select Compose Email.
      2. In the Compose Email pop-up, select documents to be attached to the email.
      3. Select Add to attach the document to the email.
        An email editor is displayed.
      4. In the New Email Draft tab, add recipient email addresses in the To, CC, and BCC fields as appropriate.

        In the To field enter the email address of the recipient, The CC field will be set to requester's email address.

      5. Enter the subject of the email in the Subject field.
        The short description of the request is populated by default.
      6. In the Attachments field, select the +Add File link to add the documents and then select the source of the file.
      7. Either enter your own message in the email body or copy and paste the content from an email response template into the email body.
        Using response templates, you can insert predefined content into the email body. Select the response template icon (Response template icon.) and find an appropriate response template based on the subject of your email. Copy and paste the template's content into the email body.
        Note:
        Only response templates configured for the email channel are available to use. For more information, see Response templates configured for email channel.
      8. Either send the email immediately or indicate that it should be sent later.
        • To send the email immediately, select Send email.
        • To indicate that the email should be sent later, select Save as draft.
    12. In the Signatories tab, add signatories to whom the contract will be sent for signature by selecting Add.
      OptionSteps
      Internal
      1. In the Internal Signer field, enter the name of the signer. The fields Authorized signatory name, Signatory, and Signatory email are automatically populated.
      2. In the Order field, enter the order in which the email should be sent to the signer. The order value should be unique
      External
      1. In the Authorized signatory name field, enter the internal signer's name.
      2. In the Signatory field, enter the internal signer's title.
      3. In the Signatory email field, enter the internal signer's email address.
      4. In the Order field, enter the order in which the contract should be sent to signers for signature. The order value should be unique.
    13. When all stakeholders have agreed on a contract document revision, select Prepare for Signature to prepare and send the document to the signatories for signature.
      1. In the Reorder the document pop-up, drag and place the documents to define the order.
        The reorder option is displayed only when more than one documents are attached in the contract request.
      2. Select Prepare for Signature.
        Note:
        When you select Prepare for Signature, the document opens on the configured e-signature portal.
      The Contract status and State updates to Preparing for Signature.
    14. Complete the document in the configured e-signature system and send it for signature.
      1. Preview the document to verify that the content is correct.
        The contract documents submitted in the third-party contract review request will be combined into a single document.
      2. Add the required fields including the Signature and Signature date field for all the signatories.
      3. Select Send.
      An e-signature envelope is created and sent to all signatories. If the system receives a success notification from the electronic signature provider, the Contract status updates from Preparing for Signature to Awaiting Signature.
    15. Optional: If you need to cancel the signature request before all signers have completed signing the document, select Cancel Signatures.
      The Contract status updates to Signature cancelled.

    What to do next

    • Signatories can review and sign or decline to sign the contract.

      For more information, see Signature workflow for a request.

    • Check the Contract status in the request.
      • If all signatories sign the contract document, the Contract status updates to Contract Signed. In the Signatories tab, the status of all signatories updates to Signed. You can access the legal contract repository record from the Legal Contracts Repository tab.
      • If any signatory declines to sign the contract document, the Contract status updates to Signing declined. In the Signatories tab, the status of all signatories updates to Declined. If more changes are required in the contract document, update it and resend it to the signatories for their signature.
      • After all the signatories have signed the document, an email is sent to the legal signatories with the finalized contract document attached.
      • If the certificate of completion is enabled, a certificate will be issued with the timestamp details about each signatory's action during an electronic signature.
    • If the contract is signed by all signatories, you can close the request by selecting Close Complete. For more information, see Close a legal request