Submit a legal request for a third-party contract review

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

    • Submit a legal request for the legal team to review a third-party contract or the terms and conditions provided by the third party.

    Before you begin

    Role required: sn_lg_ops.legal_user and sn_cm_core.contract_user

    About this task

    Procedure

    1. Access the third-party review intake form either from the Legal Service Portal or from Employee Center.
      MethodAction
      Legal Service Portal
      1. Navigate to All > Legal Request > Legal Service Portal
      2. Select Service Catalog.
      3. Search for and open the Third-party review request item.
      Employee Center
      1. Navigate to All > Self-Service > Employee Center
      2. Select Legal > Browse all Legal from the header.
      3. Search for and open the Third-party review request item.
    2. On the form, fill in the fields.

      For a description of the field values, see Third-party Contract Review form

    3. Add single or multiple contract and supporting documents to be reviewed by the legal department.
      1. 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.
    4. 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.
    5. Select Submit.

    Result

    • A legal request for reviewing the attached third-party contract and any supporting documents is created in the New state.
    • The documents are attached and contract status is New.
    • 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. For more information, see Resubmit third-party contract request

    For more information on how to view and track the legal request, see View and track third-party contract review request as a legal user.

    What to do next

    As a member of the legal department contract support team, work on the request to review the contract and get it signed. For more information, see Work on a third-party contract review request

    .