Preview and download a signed contract document
View and download a signed contract document.
Before you begin
Important: Cancelling a contract request after it has been sent for signature stops the process in its current state.
Role required: sn_cm_core.contract_user
About this task
When all signatories have signed a contract document, it’s considered as the final contract document and is stored in the Contract Request Repositories [sn_cm_core_contract_request_m2m_contract_repository] table.
Access to a contract document is based on the following user roles and conditions:
- Group manager, Assigned to user and collaborator have edit access to the contract repository.
- Contract fulfiller belonging to the same assignment group has view access to the contract repository.
- Contract fulfiller not in assignment group do not have any access to the to the contract repository.
- Only a contracts administrator can delete contract documents.
- Requesters can view only the contract documents for which they submitted the contract request.
- Users can view only contract documents for which they have been added to the watch list of the corresponding contract requests.
When multiple contract documents are attached, a separate contract repository record is created for each contract type.
Procedure
Navigate to your workspace.
Select a contract request.
Navigate to Contract repository.
Select the contract number.
Navigate to Contract documents tab.
View the contract document.
| Choice | Steps |
|---|---|
| When internal storage is configured | 1. Select the revision number. 2. From the Attachments pane select the document to view it. 3. Select download icon to download the document. |
| When external storage is configured | 1. Select the URL. The document will open from the external storage. 2. Select download icon to download the document. |
Parent Topic:Using Contract Management Pro