Resubmit third-party contract request

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • As a legal user, resubmit contract request in draft state.

    Before you begin

    Role required: sn_lg_ops.legal_user and sn_cm_core.contract_user

    About this task

    For a custom record producer, if no documents are attached, the legal request will be in Draft state. You need to upload document and resubmit the contract request.

    Procedure

    1. Open the third-party contract review request.
      MethodAction
      Using Legal Service Portal
      1. Navigate to All > Legal Request > Legal Service Portal
      2. Select the My Requests option on the header menu.
      3. Select View all requests.
      4. Open your submitted legal request from the list.
      5. On the Standard Ticket page, from the Actions menu, select Edit Request.
      Employee Center
      1. Navigate to All > Self-Service > Employee Center
      2. Select the My Requests option on the header menu.
      3. Select View all requests.
      4. Open your submitted legal request from the list.
      5. On the Standard Ticket page, from the Actions menu, select Edit Request.
    2. In the Documents section, attach documents.
      MethodActions
      Choose a file
      1. Select Choose a file.
      2. Select the files to attach and select Open.
      Drag file Drag files from your local computer into your browser window to attach them to the current record.
      Copy and paste clipboard files
      • From your local computer, copy the files that you want to attach.
      • Click inside the Documents box and paste the files.
      The attached files are listed with File name, Document type, and Actions in the Documents section The list of documents attached can be seen in the activity stream of the request.
    3. Classify the attached documents.
      ClassificationActions
      Contract document
      1. In the Document type field, select the drop-down arrow.
      2. Select the type of contract relevant to the document.
      Note:
      At least one document should be classified as a contract document.
      Supporting document
      1. In the Document type field, select the drop-down arrow.
      2. Select Supporting Documents from the drop-down list.
    4. Select Resubmit.