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Reviewing and finalizing a self-serve contract document › Use self-served contract request › Use › Contract Management Pro › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Review a contract document in your workspace

As a contract user, review a contract document and submit a change request to the contract fulfiller if changes are required in the contract document.

Before you begin

Role required: sn_cm_core.contract_user

About this task

  • Change requests can be submitted only by users who have initiated the contract request or for whom it was initiated.
  • The Contract state in the request is Work in progress.
  • The Request changes option isn’t available if a previously submitted change request isn’t completed.

Procedure

  1. Open the contract request from the workspace that you’re using.
MethodSteps
Contract Workspace listing
  1. Navigate to All > Contract Workspace.
  2. Select the list icon (
    Image omitted: lsd-lcc-list-icon.png
    List icon).</li>
  3. Select Contract requests > All
  4. Select a contract request.
Workspace used by your application1. Navigate to your workspace. 2. Open the list that displays the contract requests. 3. Select a contract request.

  1. Select the Contract documents tab.

  2. Access the contract document.

LocationAction
From internal storage
  1. Select Preview document.
  2. In the drop-down list, select the contract type.
  3. Select Preview to view the document.
From external storageSelect the link in the URL column. The document opens from the external storage.
  1. Review the contract document.
Review resultAction
No change is requiredSend the document for signature. For more information, see Send a contract document for signature.
Changes are required

Submit a change request.

  1. From the Actions drop-down list, select Request Changes.
  2. Attach a file in the Attachment document field.
  3. Describe the desired changes in the Comments box.
  4. Select Submit.

The change request is submitted for the contract document. The change request details and the attached document are added to the activity stream.

  • When a contract request has been assigned to a contract fulfiller, its status updates to Changes requested and the Contract state remains in Work in progress.
  • If a contract request isn’t assigned to anyone, its state changes to New and it is listed as unassigned in the contract workspace for a contract fulfiller to work on.

Parent Topic:Reviewing and finalizing a self-serve contract document