Share requested information for internal review

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

    • As a contract fulfiller, share information requested by the reviewer to proceed with the contract document review.

    Before you begin

    Role required: sn_cm_core.contract_fulfiller

    About this task

    The work notes added when requesting information are available in the Activity stream. Review the information needed and gather the information to be sent to the 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. Select Send information.
    3. If you have document to be shared, select Attach file.
    4. Select the file to be shared.
    5. In the Comments field, enter work notes.
    6. Select Send.

    Result

    The information is shared with reviewer and the review task State changes to Work in progress.