Create a legal request for a third-party contract review
Submit contracts or third-party terms and conditions to the legal team for review.
Before you begin
Role required: sn_lg_ops.legal_user and sn_cm_core.contract_user
Procedure
- Access the third-party review intake form either from the Legal Service Portal or from Employee Center.
| Method | Action |
|---|---|
| Legal Service Portal |
|
| Employee Center |
|
On the form, fill in the fields.
For a description of the field values, see Third-party Contract Review form
Attach one or more contract and supporting documents for the legal department to review.
| Method | Actions |
|---|---|
| Choose the file |
|
| Drag the file | Drag files from your local computer into your browser window to attach them to the current record. |
- Classify the attached documents.
| Classification | Actions |
|---|---|
| Contract document | In the Document type list, select the contract type that is relevant to the attached document. Only active contract types are displayed in the list. Note: At least one document should be classified as a contract document. |
| Supporting document | In the Document type list, select Supporting Documents. |
**Note:** Adding a single contract document classifies the request as a single contract type request. Adding more than one contract document classifies it as a multiple contract type request.
In Employee Center, select Save as Draft to save the request and submit it later.
Note: If the contract type is deactivated when the request is saved as draft, the inactive contract type is not included in the list displayed in the Document type field. You must select an active contract type before submitting the request.
Select Submit.
Result
- A legal request for reviewing the attached third-party contracts and any supporting documents is created in the New state.
- The contract documents and supporting documents are available in the respective tabs, and the contract status is New.
- For a custom record producer, if no documents are attached, the legal request is created in the Draft state. You must upload the documents and resubmit the contract request. For more information, see Resubmit third-party contract request.
For more information on how to view and track the legal request, see View and track third-party contract review request as a legal user.
What to do next
As a member of the legal department contract support team, work on the request to review the contract and get it signed. For more information, see Work on a third-party contract review request
- Resubmit third-party contract request
As a legal user, resubmit contract request in draft state.
Parent Topic:Third-party contract review requests