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            Incorporate Reviewer Changes from Private External Review

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            Incorporate Reviewer Changes from Private External Review

            After the external reviewers submit the reviewed document, the updated document with all changes is checked into Salesforce and made accessible only to the contract author. The external review changes are anonymized. The contract author receives an in-app notification and email confirming the completion of the external review and can then review the changes and finalize the updated document.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer editions.
            User Permissions Needed
            To incorporate external reviewers' changes:

            CLM Admin

            OR

            CLM User

            OR

            CLM Digital Experience Partner User
            1. Click the external review completed in-app notification or the email link.
              You can preview the contract document version with changes from the external reviewers.
            2. To incorporate the changes, select the action as Check Out.
            3. To open the document in the Microsoft 365 editor, select Modify Contract in Microsoft 365 editor, and click Check Out.
              You only see the Document tab when you check out and open the document in the Microsoft 365 editor. To view the document changes, including details such as which sections were updated, move the contract state to Draft, and then initiate an internal review. On the Changes tab you can view the updated sections or clauses, along with the accepted and rejected changes.
            4. Click OK.
              The contract document version opens in a new tab.
            5. On the Home tab, click the Salesforce Contracts for Word add-in.
            6. Review and address ‌changes from ‌external reviewers.
            7. To complete the review process, click Check In.
            8. To confirm the request, click Check In.
              A new version of the document is created.
             
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