Reassign Many Contracts to New Owners at the Same Time

Your administrator can reassign several contracts to new owners all at once using a scheduled process.

Here's how:

  1. Navigate to the Scheduled Processes UI.
  2. Search for the Assign Contract Owner process.
  3. Enter the contracts selection criteria, such as Intent, Document Type, Business Unit, Status, External Party, and Contract Owner. See Assign Contract Owners for more details on these criteria.
  4. Fill in the Assignment Details by searching for and selecting the person you want to reassign the contracts to.
  5. Select either Update (which will perform the process without a preview) or View (this option will allow you to preview the list of contracts that matched the criteria you selected).
  6. Submit the process.
  7. To see which contracts were affected, click the process after it runs. In the Process Details tab, download the attachment there.