Regenerate contract document after modifying request

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • As a contract user or contract fulfiller, regenerate the contract document for self-served requests when the parent request has been modified.

    About this task

    When the parent request is modified, you can use the Regenerate option to generate a new contract document from the contract template with the latest metadata, signatories, and tables. You can regenerate a contract document only when the State is Draft or Work in progress.

    Any changes made to the signatory information in the contract request will be overwritten by the signatory information from the contract template. If the signatory information is incomplete or inconsistent after regeneration, you can manually update the signatories. For more information, see Updating and synchronizing signatories.

    Before you begin

    Role required: sn_cm_core.contract_fulfiller or sn_cm_core.contract_user

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Select the More Actions icon (More Actions icon) and select Regenerate.
      Regenerate contract document in a contract request

    Result

    The results of the regeneration depends on the initial state of the document:
    • Draft: Replaces the existing contract document revision.
    • Work in progress: Creates a new contract document revision. Any changes made in the previous revision are discarded.

    Note that although contract fulfillers can see all contract document revisions, a contract user can see only the latest revision.