View and track non-disclosure agreement requests as a legal user

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

    • View the details of a non-disclosure agreement 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 non-disclosure agreement 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 non-disclosure agreement request.
    2. View the details of the contract request.
      Information type Tab
      Contract document Contract Documents
      • If the request uses internal storage for attachments, access the document by selecting it.
      • If the request uses external storage, access the document by selecting the link.
      Signatories Signatories
      Request details Request Details
      Note:
      If legal fields have been modified in a workspace, the updated values and previous values are displayed in the corresponding variables in the Request Details tab in Employee Center.
      Signed contract document Legal Contract
      Attachment documents in internal storage Preview
    3. Optional: Track the activities in the request and post messages for the fulfiller working on it by accessing the Activity tab.