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Release: Australia · Updated: 2025-07-31 · Official documentation · View source

Modify supporting documents in third-party contract request

As a legal fulfiller, add, remove, or reclassify supporting documents submitted in a third-party contract review request.

Before you begin

Role required: sn_lg_cnt.contract_fulfiller

About this task

Procedure

  1. Navigate to All > Legal Request > Legal Counsel Center.

  2. Select the List icon (

Image omitted: lsd-lcc-list-icon.png
List icon\).
  1. Open the request for which you want to reclassify the documents.

  2. Select the contract request from the Contract Requests tab.

  3. Navigate to Supporting Documents tab.

  4. Modify the supporting documents.

ActionSteps
Add supporting documents
  1. Select Attach Document.
  2. In the Attach documents form, select a storage source and upload one or more documents.
  3. To upload from your computer

    -   Select **Computer**.
    -   Select **Add file** and attach one or more documents.
    -   Select **Upload** when single file is attached or **Upload All** when multiple files are attached. A preview is available for image files only.
    -   After the file is uploaded, select **Attach**.
    

    To rename the file, use the Actions

    Image omitted: cmpro-supp-doc-action-icon.png
    Actions icon to download, delete, or rename the attachment option.</p>
  4. To upload from the activity stream

The activity stream includes documents attached while requesting changes for a contract or documents received through email. The Document field appears when you select this option.

    -   Select **Activity stream**.
    -   From the **Document** list, select one or more documents.
    -   Select **Attach**.
  • To upload from an external storage

This option is available only when external storage is enabled. The External storage field appears when you select this option.

    -   Select **External storage**.
    -   From the **Document** list, select one or more documents.
    -   Select **Attach**.
  1. (Optional) Add more information about the document in the Work notes field.
Reclassify supporting documentsReclassify contract documents in third-party contract review request as a legal fulfiller
Remove the supporting document
  1. Select the document you want to delete.
  2. Select Remove.
  3. On the Confirmation screen, select Remove.
  1. Select Save to save the record.

Parent Topic:Work on a third-party contract review request