View and track contract request details

As a contract user or contract administrator, view the details and track the activities of the contract request.

Before you begin

Role required: sn_cm_core.contract_user, sn_cm_core.contract_admin

Procedure

1. Navigate to your workspace.

2. Open the contract request.

1. View the details of the contract request.

   • Review the request details by accessing the Details tab.
   • State displays the state of the contract request.
   • Contract status displays the status of the contract document.
   • Review the contract document by accessing the Contract Documents tab.
     • 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.
   • View the list of supporting documents by accessing the Supporting Documents tab. This related list is available only for non-self-served contract request.
   • View a list of signatories and their details by accessing the Signatories tab.
   • View the final contract document by accessing the Contract Repository tab. When multiple contract documents are attached in non-self-served contract request, a separate record is created for each contract type.
   • View the access levels to documents for various personas by accessing the Document Access tab.
   • Track the request's activities and post messages for the fulfiller working on it by accessing the Activity tab.

Parent Topic:Using Contract Management Pro