Reclassify supporting documents in the contract request

As a contract fulfiller, reclassify the supporting documents submitted in the contract request. For example you can reclassify the supporting document as a contract document.

Before you begin

Verify that the contract request type is Multiple contracts.

Role required: sn_cm_core.contract_fulfiller

About this task

You can reclassify supporting documents only when the State is Work in progress.

Procedure

1. Navigate to your workspace and open the contract request for which you want to reclassify the documents.

2. In the Supporting Documents tab, select Reclassify.

3. In the Select document drop-down, select the document that you want to reclassify.

4. In the Reclassify to drop-down list, select the new contract type.

   Only active contract types are displayed in the list.

5. Add more information about the document in the Work notes field.

6. Select Reclassify to update the classification.

7. Select Save to save the record.

Parent Topic:Use non-self-served contract request