Viewing and tracking legal request details
View the details of a legal request after it has been submitted and track request activities.
Before you begin
Role required: sn_lg_ops.legal_user
Procedure
- Navigate to .
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View the details of the legal request.
- Review the request details by accessing the Request details tab.
- Review the contract document.
- If the request uses internal storage for attachments, access the Preview tab.
- If the request uses external storage such as Microsoft OneDrive Google Drive, or the like, access the Document revision tab.
- View a list of signatories and their details by accessing the Signatories tab.
- View task SLA details by accessing the Task SLAs tab.
- View the access levels to documents for various personas by accessing the Document Access tab.
- Optional: Track the request's activities and post messages for the fulfiller working on it by accessing the Activity tab.