Use › Contract Management Pro › Legal and Contract Operations › Employee Service Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a document revision

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 ([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.

Image omitted: cmpro-create-rev.png
Create a contract revision in contract request

In the Create revision window, upload the updated contract.

Image omitted: cmpro-creare-rev-pop-up.png
Attach document for contract revision

1.  For non-self-served requests, select the contract type in the **Select contract type** field.

    Only active contract types are displayed in the list.

    **Note:** The field is available only for multiple contracts type contract requests.

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

    -   **Computer**

        Select this option to upload a file from your system. The **Attachment** field appears upon selecting this option. Select **Attach File** and upload the updated contract from your system.

    -   **Activity stream**

        Select this option to select a document from the activity stream. The **Document** field appears upon selecting this option. 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**

        Select this option if external storage is enabled. The **Document** field appears upon selecting this option. Select the updated contract from external storage.

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.

Parent Topic:Using Contract Management Pro