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Restart Private External Review

Restart Private External Review

Restart an external private review to begin the process again with a revised set of reviewers. A fresh document copy is created, previous reviewers and their changes are excluded, and the author must re-add all required reviewers.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance editions.
User Permissions Needed
To restart a private external review:

CLM Admin

OR

CLM User

OR

CLM Digital Experience Partner User

Before you restart private external review, make sure that the status of the contract is In External Review.

When you share a document for review, you can give the reviewers view or edit access. Third-party reviewers can't see the internal comments or changes made by contract authors and internal reviewers. By default, the track changes are on.

  1. Open the contract document version that you've already sent for private external review.
  2. Click New Review, and then click Add Reviewers.
  3. Type the email address of the user that you want to add as an external reviewer.
  4. Select the access type for reviewer, such as edit and view. Click Add.
    The view access type grants read-only access to the reviewers, while the edit access type enables the reviewers to modify the document and to edit and delete their comments.
  5. To start a fresh review process, click Send.
    The external reviewers are added to the document, and an email containing a link to access the document for third-party review is sent to the intended recipients.
 
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