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Use Cases
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Approve Contract
- User creates a contract record
- User uploads the draft contract document
- User initiates Legal Approval for the contract document
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Legal submits the contract document to all Business approvers in parallel for approval
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Variation : Legal determines that Business approvals are not required
- Go to this step
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Business Approvers all approve the contract document
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Variation : A Business approver requests a change to the contract
- User modifies document
- document resubmitted for Legal Approval
- User prints the contract document & obtains signatures
- User uploads a scan of the signed contract
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Create Contract
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User completes contract new item form
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Variation : Contract does not have an end date
- Set end date to 1/1/2050
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Variation : Counterparty does not exist
- Create a new counterparty
- User saves contract
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Upload Contract Document
- User views contract record
- User clicks upload document link
- User browses to contract document on network and uploads
- User completes document metadata
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Modify Contract Document
- Find document in Legal Contracts library
- Modify the copy held in the Legal contracts library
- Modify the document metadata as required