View and track third-party contract review request as a legal user

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • View the details of a third-party contract review request after it has been submitted and track the activities in the request.

    Before you begin

    Role required: sn_lg_ops.legal_user and sn_cm_core.contract_user

    Procedure

    1. Open a legal request.
      MethodActions
      Employee Center
      1. Navigate to All > Employee Center
      2. Select My Requests option on the header menu.
      3. Open your submitted third-party contract review request.
      Legal Service Portal
      1. Navigate to All > Legal Request > Legal Service Portal
      2. Select My Requests option on the header menu.
      3. Select View all requests.
      4. Open your submitted third-party contract review request.
    2. View details of the request.
      • View the contract document by accessing Contract documents tab.
      • View the supporting documents by accessing the Supporting documents tab.
      • Track the request's activities and post messages for the fulfiller working on it by accessing the Activity tab.
      • View the list of signatories and their details by accessing the Signatories tab.
      • View the details of the third-party contract review by accessing the Request Details tab.

        When legal fields are modified in a workspace, the updated value and previous values are displayed in the corresponding variables in the Request Details tab.

      • View the final contract documents by accessing the Legal Contract tab. When multiple contract documents are attached, a separate record is created for each contract type.