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: Professional, Enterprise, Unlimited, and
Developer 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.
Open the contract document version that you've already sent for private external
review.
Click New Review, and then click Add
Reviewers.
Type
the email address of the user that you want to
add as an external reviewer.
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.
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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