Review a Contract Document in Private External Review Mode
As an external reviewer, access the contract document from your email invitation to edit clauses, add comments, tag co-reviewers, and track changes. When all reviewers finish, one reviewer marks the review as complete to return the document to the contract author.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Performance
editions.
User Permissions Needed
To complete an external review:
None
Important After all other external reviewers have reviewed the
document, one reviewer must mark the review as completed. Changes can't be made after the review
is marked as completed.
Click the document link in the email.
Review the document and make any necessary edits.
To submit the reviewed document and complete the external review process, click
Complete Review link in the email.
Acknowledge that the review is completed by selecting the checkbox.
Add comments as needed, and then click Complete and Submit
Review.
This updated document with the changes from external reviewers is checked into
Salesforce. The reviewers' access is revoked and access is granted to the contract author. The
contract
author
is notified via an in-app notification and email that the external document
review is completed.
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