Work on internal review task
As a contract reviewer, review and provide feedback on contract documents
Before you begin
Role required: sn_cm_core.contract_reviewer
Procedure
- Open the review task.
| Method | Steps |
|---|---|
| My Work listing |
|
| Delegated to me listing |
|
| Contract Review Tasks listing |
|
| Contract Request Reviews tab |
|
If the review task is not already assigned, select Assign to me.
Select Start work.
Open the contract document.
- Internal storage: Download the document.
- External storage: Select the document link to open it.
If you need additional context to review the document, request more information.
Select the More Actions icon (
Image omitted: more-icon.png
More Actions icon\).
More Actions icon\).
2. Select **Request information**.
3. In the Comments field, enter the details about the information needed.
4. Select **Submit**.
The contract request Status and the review task State changes to Awaiting information and you can proceed with review after receiving information.
Share the review feedback
The reviewer can make edits to the document, suggest changes through comments, and approve or reject any redlines.
| Type of storage | Steps |
|---|---|
| Internal storage |
Note: If you do not have modified contract document to share, select No and enter work notes in the Comments field
|
| External storage |
Note: The attach file option is not available as the contract document is directly edited in the external storage.
|
The review task will be closed, work notes are added to the Activity stream, and the State changes to Closed Complete.
Parent Topic:Internal review overview