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            Review a Contract Document in Private External Review Mode

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            1. Salesforce Help
            2. Docs
            3. Salesforce Contracts

            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: Professional, Enterprise, Unlimited, and Developer editions.
            User Permissions Needed
            To complete an external review: None
            Important
            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.
            1. Click the document link in the email.
            2. Review the document and make any necessary edits.
            3. To submit the reviewed document and complete the external review process, click Complete Review link in the email.
            4. Acknowledge that the review is completed by selecting the checkbox.
            5. 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.

            Contract author can incorporate the changes, after the review is marked as complete by an external reviewer. See Incorporate Reviewer Changes from Private External Review

             
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