Initiate a third-party paper contract request

task brazil Updated Sep 20, 2026 2 min read cncore-initiate-non-ss-cnt.md
Raw file servicenow.com

Initiate a third-party paper contract request linked to a parent record such as a purchase requisition or sourcing event. Third-party paper contracts are external contracts uploaded for review and signature.

About this task

After you submit a standalone contract request, it is automatically assigned to a group or user based on the default assignment rule. 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.

Before you begin

Role required: sn_cm_core.contract_user, 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 New contract.

  4. In the Company list, select the company.

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

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

  6. In the Type field, specify whether the contract request is for single contract or multiple contracts.

    If you select Single contract, the Contract type field appears.

  7. In the Contract type field, select the type of contract for which the contract request is created.

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

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

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

    The End date should be later than the Start date.

  11. Select Initiate.

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

  12. Add contract documents.

    1. In the Contract Document tab, select Attach document.

    2. For multiple contract type request, in the Select contract type drop-down, select the type of contract.

    3. Select Attach file link.

    4. Select the file to be attached.

    5. Select Attach.

    The selected file is attached and listed in the Contract Documents related list.

  13. Select Submit to submit the request.

Result

The contract request is created in the New state.

What to do next

Add contract documents and submit the contract request. For more information, see Add contract documents to non-self-served contract request.

Parent Topic:Parent-linked contract requests

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