At any point in the negotiation process, before finalizing a contract document, you can send the document for review to your customers or other parties involved in the negotiation. 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.

Prerequisites

  • A contract document is available in the contract.
  • The contract status category | status must be in In Authoring | Author Contract to view the Send for Review button.

To send a contract document for review

  1. On the Contract Details page, click Send for Review.
  2. Choose Send as attachments on the popup.

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

    Select at least one document with the Document Type value set to Contract Document. 

  4. (Optional) Click the Related tab if available. Select documents from the contracts related to the current contract. To search specific related contracts click the Parent, Child or Sibling tabs.
  5. (Optional) Documents selected for sending to the reviewers are displayed in the Current and Related sections in the right panel. Drag documents to rearrange the order.

  6. (Optional) In the Document Protection Level column, select the required protection for a document.

    The Document Protection Level dropdown is editable based on the document protection setting configured by your administrator. By default, the "Insert comments and tracked changes only" protection level is selected. For more information, see Setting Up Document Protection. Document protection is only available for documents in the DOCX format.

  7. Click Next.

  8. Enter recipients in the To field. Once you start entering the user details, i.e. 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.

    You can add users, contacts and external email addresses to the recipient list. 

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

The reviewer receives review documents as an email attachment. A separate email is sent for each selected contract-document-type document, with supporting documents sent as attachments. The supporting documents are sent as email attachments. The contract status category and status are set to "In Authoring" and "Other Party Review".

To finish a contract document review

  1. Go to the Contract detail page.
  2. Click the Review Cycle icon () in the right panel.
  3. Click the More icon ( ) beside the document name.
  4. Click Finish Review.
  5. On the Finish Review popup:
    • Click Yes to upload the reviewed document. Select and upload required documents, or
    • Click No to finish review without uploading documents. A new version of the already existing contract document is generated and available in the contract's Documents tab.

The contract status category and status are set to "In Signatures" and "Ready for Signatures".