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CLM for Salesforce

Sending an Agreement for Review

Sending an Agreement Document for Google Docs Review

  • The administrator has configured the following email notification templates for Google Docs.
  • The administrator has configured the APTS_DefaultSendersforReview_SendToGoogleDocsReview admin entry. For more information, see Admin Entries.
  • An agreement document has been generated.
  • The agreement record's status category is In Signatures.
  • The agreement record has a Ready for Signature status.
  • The administrator has enabled Enable Single-Step Review.

You can generate an agreement document using the predefined templates with GDOC as the output format and send to the customer for review in Google Docs. For more information, refer to the following:

Additionally, you can upload supporting documents from the agreement details page and include them in the review process along with the agreement document. For more information, see Importing Supporting Documents.

The Send for Google Docs Review allows you to email documents to the reviewer. You can attach DOC, DOCX, and PDF files. A review cycle is created when you send an agreement document in GDOC format for Google Docs review. Once the review cycle begins, you can view the review progress of the document in the Review Status or Document Versions section, whether the review cycle is In Progress, Cancelled, or Completed. The review cycle is marked as complete when all the reviewers have reviewed their documents. When you navigate to the Review Cycle page, you can see a document's review cycles on the left panel and the latest review cycle details on the right panel. You can click any review cycle name on the left panel to view the review cycle details.

Limitation

You cannot send a document with protection for Google Docs review if your organization has set up High-Assurance Session Security at a user-profile level. For security, sessions cannot be generated in asynchronous calls.

  1. On the agreement details page, click Send for Google Docs Review.
    Note: If Enable Single-Step Review is enabled, supported review actions skip the document-selection step, auto-select eligible documents, and open the redesigned Send for Review page directly. Up to ten eligible agreement documents are selected automatically. If more than ten eligible agreement documents exist, the ten most recently modified eligible agreement documents are selected. Additional documents can be added using Add Document.
    The Agreement Documents section displays a list of files to send for review.
  2. Select the documents to send for review. One document is Google Docs document and other documents are supporting documents that are attached to mail.
  3. You can use the search box to search for agreement documents by document name.
  4. To add, remove, or reorder columns, follow these steps and click Save.
    • Click the settings icon () to view the Select Fields to Display popup.
    • To add a new column, select a field from the Available Fields and click the () icon to move the field to Visible Fields.
    • To remove a column, select a field from the Visible Fields and click the left-arrow () icon to move the field to Available Fields.
    • To reorder the columns, select the column's name in Visible Fields and click the down () or up () arrow icons to move the column to the left or right.
    • Click Save.
  5. Select the document and click Next.
  6. Enter recipient email addresses in the Editor and Commenter fields. Hover over the recipient chip to view the recipient's full name and email address.
    Note:
    • When the APTS_DefaultSendersforReview_SendToGoogleDocsReview admin entry is configured with required reviewers, it automatically includes the default reviewers and eliminates any duplicates in the Editor field. If necessary, you can remove a default reviewer from the Editor field. Additionally, the agreement's primary contact is also included in the Editor field.

      If APTS_DefaultSendersforReview_SendToGoogleDocsReview admin entry is not configured, then the Editor field is populated with the default reviewers configured in APTS_DefaultSendersforReview admin entry. You can remove a default reviewer, if needed.

    • When the APTS_DefaultCurrentUserforReview_<ActionName> admin entry is set to true, the logged-in user is included as the default reviewer
    • At least one recipient must be specified in the Editor and Commenter field.
    • You cannot use the same email address for both the Editor and Commenter fields.
    • An editor can modify the document content. A commenter can add comments as well as update the text using Suggesting mode.
    • Irrespective of the access level assigned to a specific reviewer for the review document, it will be superseded if that reviewer has shared drive access.
    • When APTS_InternalEmailDomains and/or APTS_ValidateAccountDomain admin entries are configured,recipients whose email domains do not match any of the configured domains are treated as external recipients, and an External Recipients Detected warning message appears when sending agreements for review or signature.
  7. (Optional) Update the email Subject and Body.
  8. (Optional) To add any supporting documents from your local drive:
    1. In the Attached Documents section, click Add More.
    2. Drag and drop or upload documents from your local drive.
    3. On the Upload Files popup, click Done after the documents are uploaded.
    4. Click Add.
  9. To remove an uploaded document, click the remove icon () beside the document name. The remove icon is not available for agreement documents. To remove agreement documents, click Previous and deselect the required documents.
    Note: You can only remove uploaded supporting documents from the Attached Documents section. No review cycle or document protection is added for the uploaded supporting documents.
  10. Click Send.
Your agreement record's status category changes to In Authoring and its status changes to Other Party Review. An email notification is sent to the reviewers in the Editor and Commenter fields.

Viewing the review cycle of an agreement

Use the Review Cycle page to track the status of documents sent for review as part of an agreement. From the agreement detail page, you can see the current review status, open the Review Cycle page for more details, and refresh the status as reviewers complete their actions.

  1. Navigate to the Agreement detail page of an agreement to view the review cycle details in the "Review Status" section.This displays the document name and the review status of the documents.


  2. Click the refresh icon () to refresh the review status.
  3. Click the Review Cycle Details hyperlink to navigate to the Review Cycle page.


    Alternatively, you can view an agreement's review cycle as follows:

    1. Go to the Document Versions section in the Related tab.
    2. In the Review Status column, click the In Progress link to open the Review Cycle page.
      Note:

      The Review Status column displays the Not Started link until the notification emails are sent to all the recipients. Click the Not Started link to navigate to the Review Cycle page and click the Refresh button to refresh the review status.

Adding reviewers to the review cycle

Use the review cycle to collaborate on agreement documents by adding additional reviewers as editors or commenters.

  1. Navigate to the Review Cycle page.
  2. Click Add Reviewer.


  3. The Add Reviewer window appears.


  4. Enter the email address in the To field.
  5. Select the Editor or Commenter role from the drop-down list.
  6. Click Add Reviewer.

    The reviewer is added to the list of reviewers.

Reviewing a document

Use Google Docs Suggesting mode to review and propose changes to an agreement document that was shared with you by email.

  1. Click the emailed document link.


  2. Log in using the email address to which this document was sent. The document is now open for review.
  3. Select the text to change. Go to Suggesting mode () and click the Add comment icon () to insert a comment.
    Note:

    You can also switch between modes to edit or make a suggestion. Click () to select Editingto make direct changes to the documents or Suggesting to recommend changes..

  4. Edit the document. In Suggesting mode, you can see your change in a new color and anything you delete is crossed out.
  5. To add more detail, click your suggestion, enter a comment, and click Reply.
  6. You can see the suggestions in the form of comments. Choose Accept suggestion () or Reject suggestion ().
  7. Close the document. The owner of the file receives an email about the document.

Ending the review for all reviewers

Use the End Review option on the Review Cycle page to stop the review process for all reviewers whose reviews are still in progress.

  1. Go to the Review Cycle page.


  2. Click End Review to end the review.

    All the reviews that are In Progress status are selected and their status is changed to Completed. Reviews in other statuses are not selected. An email notification is sent to all reviewers that the document review is complete.

Ending the review of a reviewer in a review cycle

Use this procedure to end the review for a specific reviewer in an active review cycle. Ending the review removes the reviewer’s access to the document (unless they have access through an organizational policy) and finalizes their review status in Salesforce.

  1. Navigate to the Review Cycle page.
  2. For a reviewer, click and select End Review.


  3. The End Review window appears.


  4. Add a comment (optional) and click End Review to end the review.

    Ending a review cycle stores the reviewed document(s) in Google Docs and adds a link to the final version in Salesforce. The review status changes to Completed for the reviewer on the Review Cycle page. The reviewer receives an email notification that the review has ended. You can end the review for each document individually. After the end review request is processed, End Review and Cancel Review are no longer visible for that reviewer.

    Note:
    • We cannot end the review process for Google Docs through email.
    • Ending a review cycle removes users’ access to the document. This is effective for reviewers who do not have existing access. However, users who gained access to Google Docs through organizational policy retain the same access granted by the admin.

Canceling a review in a review cycle

The Review status must be in In Progress to view Cancel Review.

You can cancel a review in a review cycle.

  1. Navigate to the Review Cycle page.
  2. Select a reviewer, click , and click Cancel Review.


  3. The Cancel Review window appears.


  4. Add a comment (optional) and click Cancel Review.
    The review status for that reviewer changes to Cancelled on the Review Cycle page and the reviewer receives a notification email regarding cancellation of the review. The review cycle status remains In Progress until all the reviews are completed or Cancelled. If you cancel the review for all the reviewers, each reviewer's review status and the review cycle status change to Cancelled, and the original document is available for activation. Cancelling a review cycle removes all active reviewer links. If one reviewer has completed the review but other reviews are Cancelled in that review cycle, the review cycle status changes to Completed.
    Note:

    Canceling a review cycle removes users' access to the document. This affects reviewers who do not have existing access; however, users who gained access to Google Docs through organizational policy retain the same access granted by the admin.

October 12, 2026