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 from workspace that you are using.
| Method | Steps |
|---|---|
| Contract Workspace Review tasks listing |
|
| Contract Workspace landing page |
|
| Workspace used by your application | 1. Navigate to your workspace. 2. Open the list that displays the review tasks. 3. Open the review task from the list. |
| 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 (
More Actions icon\).
2. Select **Request information**.
3. In the Comments field, enter the details about the information needed.
If you want additional information to review the contract document, submit a request for information
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 edits 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. The attached document will be available in Reviewed document field of the Details tab of the review task.
What to do next
After the completing the review task, the fulfiller will have to create a revision of the finalzed contract document.
Parent Topic:Internal review overview