Work on internal review task

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

    • As a contract reviewer, review and provide feedback on contract documents

    Before you begin

    Role required: sn_cm_core.contract_reviewer

    Procedure

    1. Open the review task.
      MethodSteps
      My Work listing
      1. Navigate to All > Legal Counsel Center.
      2. Click the list icon (List icon).
      3. Select My Work > Requested Tasks
      4. Open the review task from the list
      Delegated to me listing
      1. Navigate to All > Legal Counsel Center.
      2. Click the list icon (List icon).
      3. Select Delegated to me > Contract Review Tasks
      4. Open the review task from the list
      Contract Review Tasks listing
      1. Navigate to All > Legal Counsel Center.
      2. Click the list icon (List icon).
      3. Under Contract Review tasks, select All or My tasks
      4. Open the review task from the list
      Contract Request Reviews tab
      1. Navigate to All > Legal Counsel Center.
      2. Click the list icon (List icon).
      3. Select Contract Requests > Assigned to me
      4. Open the contract request from the list
      5. Select Reviews tab.
      6. Open the review task from the list.
    2. If the review task is not already assigned, select Assign to me.
    3. Select Start work.
    4. Open the contract document.
      • Internal storage: Download the document.
      • External storage: Select the document link to open it.
    5. If you need additional context to review the document, request more information.
      1. Select the More Actions icon (More Actions icon).
      2. Select Request information.
      3. In the Comments field, enter the details about the information needed.
      4. Select Submit.
        The contract request Status and the review task State changes to Awaiting information and you can proceed with review after receiving information.
    6. Share the review feedback
      The reviewer can make edits to the document, suggest changes through comments, and approve or reject any redlines.
      Type of storageSteps
      Internal storage
      1. Select Complete review.
      2. If you have a modified contract document to share, select Yes.
        Note:
        If you do not have modified contract document to share, select No and enter work notes in the Comments field
      3. Select Attach file link and select a file
      4. In the Comments field, enter work notes.
      5. Select Submit.
      External storage
      1. Select Complete review.
      2. In the Comments field, enter work notes.
        Note:

        The attach file option is not available as the contract document is directly edited in the external storage.

      3. Select Submit.
      The review task will be closed, work notes are added to the Activity stream, and the State changes to Closed Complete.