Use Case: Sending an Agreement for Review Using Single-Step Review
This use case explains how a Contract Manager sends an agreement for review using the Enable Single-Step Review feature. When enabled, the system skips the document-selection step, opens the redesigned Send for Review page directly, and automatically selects eligible agreement documents, allowing users to initiate reviews more efficiently. Supported review types include Parallel, Simple, Microsoft 365, and Google Docs reviews.
-
An agreement record exists in Salesforce.
-
The agreement contains one or more agreement documents.
-
The user has permission to send agreements for review.
-
Enable Single-Step Review is enabled.
-
The review type is Parallel, Simple, Microsoft 365, or Google Docs Review.
Organizations frequently route agreements for review before approval and execution. Single-Step Review streamlines the process by opening the redesigned Send for Review page directly with eligible agreement documents preselected, reducing user effort and improving efficiency.
Stakeholders
Primary: Contract Manager
Secondary: Reviewer, Contract Owner, Legal Team
Trigger
A Contract Manager initiates a supported review action on an agreement with Enable Single-Step Review enabled.
- Navigate to the Agreement record in Salesforce.
- Click a supported review action.
- The system skips the document-selection step and opens the redesigned Send for Review page.
- The system automatically selects eligible documents from the current agreement.
- Review the selected documents.
- Use Add Document to include additional documents if required.
- Add or remove documents as needed.
- Enter or update reviewer information.
- Click Send.
- The system sends the selected documents for review and creates the review request.