Create a document revision

Release version: Xanadu

Updated August 1, 2024

1 minute to read

As a contract fulfiller, create a document revision to upload an updated version of the contract that contains the latest changes in the contract request, corrections, or suggestions from a third party.

Before you begin

Role required: sn_cm_core.contract_fulfiller

About this task

You can create document revisions only when the State is Work in progress.

Note:

If the contract type is inactive, the Create revision button isn’t available for self-served contract requests.

Procedure

Open a contract request from the workspace you are using.

Method	Steps
Contract Workspace	Navigate to All > Contract Workspace. Select the list icon (). Select Contract requests > All Select a contract request.
Workspace used by your application	Navigate to your workspace. Open the list that displays the contract requests. Select a contract request.

In the Contract Documents tab, select Create Revision.

In the Create revision window, upload the updated contract.

For non-self-served requests, select the contract type in the Select contract type field.
Only active contract types are displayed in the list.

In the Create revision from drop-down list, select the source of the updated contract and add the file.


Contract source	Action
Computer	In the Attachment field, select Attach File and upload the updated contract.
Activity stream	In the Document field, select the document in the activity stream. The activity stream includes documents attached while requesting changes for a contract or documents received through email.
External storage	If external storage is configured, in the Document field, select the document.

Select Create.

The document is added to the contract request. The revision number of the latest document is one higher than the previous document's revision number. The document revision is listed in the Contract Documents tab.
Select Save.