You can send the contract documents to Microsoft 365 for collaborative review by sharing links to the contract documents. You can also send documents from contracts related to the current contract if the administrator has enabled the Show Related Documents setting. For more information see General Settings.

In Microsoft365, you can collaboratively review a contract document with all the team members and view live changes. When you send a contract document in DOCX format for Microsoft 365 review, a review cycle is created. All documents reviewed in Microsoft 365 have change tracking turned on. You can send contract documents for review to stakeholders in and out of your organization. 

Prerequisites

  • You have a Microsoft 365 subscription. 
  • You have configured Microsoft 365 settings to send a contract document for review. For more information, see Configuring Microsoft Office365 Connections.
  • A contract document in DOCX format is available in the contract.

Restriction

You can initiate review for a single contract document at a time.

You cannot initiate a new review for a document that is already in review and such a document is not available for selection.

To send a contract document for review

  1. On the Contract Detail page, click Send for Review.
  2. Choose Share as links on the popup.

  3. From the Available Documents section, select the documents you want to send for review.

    You must select a document with its Document Type field set to Contract Document. 

  4. (Optional) Click the Related tab if it is available. Select documents from the contracts related to the current contract. To search specific related contracts click the Parent, Child, or Sibling tabs.
  5. Click Next.

  6. Enter recipients in the To field. Once you start entering the user details like first name, last name or email address. Autocomplete suggestions appear below the search box if the user or contact exists in CLM. User's role is displayed under each user's name in the list.

  7. (Optional) From the Email Template dropdown, select an email template.
  8. (Optional) Preview the email and update the email subject and body if required.
  9. (Optional) Click Add Attachments to add supporting documents. Upload or drag and drop documents from your system and click Upload.
  10. Click Send.

The reviewer receives the document for review as a link to the document, with supporting documents sent as email attachments. The contract status category and status are set, respectively, to "In Authoring" and "Other Party Review".

  1. On the Contract Detail page, go to the Documents link and select the documents to send for review.
  2. Click Send for Review.
  3. Enter recipients in the To field and an email body if required. User's role is displayed under each user's name in the list.
  4. (Optional) Click Add Attachments to add supporting documents. Upload or drag and drop documents from your system and click Upload.
  5. Click Send.

The reviewer receives the document for review as a link to the document, with supporting documents sent as email attachments. The contract status category and status are set, respectively, to "In Authoring" and "Other Party Review".

To review a document 

  1. Open your email and click the document link.

  2. Log in to your Microsoft account. The document opens with change tracking turned on.

  3. Make the required changes and close the document.

To view a document's review cycle

  1. Go to the Contract detail page.
  2. Click the Review Cycle icon () in the right panel.

To add reviewers to the review cycle

  1. Click Review Cycle icon () in the right panel.
  2. Click the More icon ( ) beside the document name and click Add Reviewer. Alternatively, you an also click More Details () icon in the Show Reviewers row and click Add Reviewer in the Manage Review Cycle page.
  3. Enter the recipient's email address and click Done.

You can add multiple email addresses to the list.

The newly added reviewer receives the review email notification. The review status for the review is set to In Progress.

To cancel a review for a reviewer

  1. Click the Review Cycle () icon in the right panel.
  2. Click the More Details () icon in Show Reviewers row. The Manage Review Cycle page is displayed.
  3. Click the More icon ( ) beside the reviewer to finish the review.
  4. Click Cancel Review.

The reviewer receives an email notification informing that the document review is canceled. The review status for the reviewer changes from In Progress to Canceled.

To cancel a review 

  1. Click the Review Cycle icon () in the right panel.
  2. Click the More icon ( ) beside the document name.
  3. Click Cancel Review. Click Yes to confirm.

 All reviewers receive an email notification informing that the document review is canceled. When you end the review, the review cycle status changes from In Progress to Canceled. 

To finish the review for a reviewer

  1. Click Review Cycle icon() in the right panel.
  2. Click More Details icon() in Show Reviewers row. Manage Review Cycle page is displayed.
  3. Click the More icon ( ) beside the reviewer to finish review.
  4. Click Finish Review.

The reviewer receives an email notification informing that the document review is completed. The review status for the reviewer changes from In Progress to Completed. 

To finish review 

  1. Click Review Cycle icon() in the right panel.
  2. Click the More icon ( ) beside the document name.
  3. Click Finish Review. Click Yes to confirm.

When you end the review, the review cycle status changes from In Progress to Completed. The document is archived and you cannot edit it. An email notification is sent to the reviewers that the document review is complete. To view the reviewed document, go to Documents, where a new version of the document is available.