Initiate an own paper contract request

task australia Updated Sep 20, 2026 2 min read cncore-initiate-self-served-contract.md
Raw file servicenow.com

Initiate an own paper contract request linked to a parent record such as a purchase requisition or sourcing event. Own paper contracts use predefined templates to generate contract documents.

Before you begin

Before submitting a contract request, verify the following configurations are available and active:

  • Contract type
  • Published contract template
  • Contract template rule

For more information, see Create a contract type, Configure templates for a contract requests, and Configure contract template rules.

Role required: sn_cm_core.contract_user or sn_cm_core.contract_fulfiller

Procedure

  1. Open the parent record (purchase requisition or sourcing event).

  2. Select Initiate Contract.

    The Initiate Plug and Play modal opens.

  3. In the Request type field, select Contract.

  4. In the Company list, select the company.

  5. In the Type of paper drop-down list, select Own paper.

    [Omitted image "cmpro-initiate-own-paper.png"] Alt text: Initiate contract window to populate the contract request details.

  6. In the Contract type drop-down list, select the type of contract you want to generate.

  7. In the Signature type drop-down list, select the signature type for the contract document.

  8. In the Start date field, specify a future date as the contract start date.

  9. In the End date field, specify the contract end date.

    The End date should be later than the Start date.

  10. Select Initiate.

    If you do not have an active contract template for the selected contract type, an error is displayed.

Result

A contract request is initiated and opens on a new tab displaying the contract request details.

If there are validation errors, the contract request is created in Draft state. If there are no validation errors, the contract request is created in Work in progress state.

A contract fulfiller can assign a contract request to themselves. A group manager can assign a contract request to any member of the assignment group. A contract fulfiller can also users to Collaborators and Watch list.

What to do next

The next steps depend on whether there were validation errors:

Parent Topic:Parent-linked contract requests

Search documentation
Search document titles and file paths on the australia branch