Share Contracts

On the Edit Contract page, you can share a contract with your supplier for review. The supplier receives a notification that you've shared the contract and can access it from the Supplier Portal on the Manage Contract page.

Note: This feature is controlled by the opt-in option, Share Enterprise Contracts in Supplier Portal. You can enable the feature in the Setup and Maintenance area.

You can find the shared documents in the Documents tab on the Edit Contract page. The documents you share with your suppliers are listed as Internal Shared documents. The documents that the supplier uploads after revision are listed as External Shared documents. Note that suppliers can share many types of documents in the portal, not just contracts.

Here's how to share a contract with a supplier:

  1. From the Contracts work area, use the Manage Contracts task to find the draft contract that is revised, reviewed, and can be shared.

  2. You can share the contract using the Share in Supplier Portal action from the Search Results. You can also select this action from the Edit Contract page if you first need to check your contract before sharing. Ensure that the supplier contacts with whom you want to share are listed in the Parties tab, and the documents are correct on the Documents tab.

  3. On the Share Contracts in Supplier Portal page, preview the documents you'd like to share with the contract on the Documents tab as Internal Shared Documents.

  4. Select suppliers in the Contacts region of the Notification Details with whom you want to share and notify about your contract. The contacts displayed are those listed on the Parties tab for the Supplier party.

  5. Edit the default subject line and message content for the email that will be sent to the supplier contacts you've selected.

  6. Click Share to proceed. The supplier contact will receive a notification in the Supplier Portal and a more detailed notification message through email in addition to the contract.

By default, no supplier contacts are checked to receive a notification. You may choose to share a contract without sending a notification, but you'll see a warning after you click the Share button. The shared contract is now visible to external parties with access to this contract. After you've shared the contract, a confirmation is displayed, and the Share externally check box on the Edit Contract page is checked. If you'd like to stop the contract from being shared at a later time, you can uncheck the Share externally check box on the Edit Contract page. No notifications are sent when you stop sharing a contract.

The Share in Supplier Portal action is displayed only:
  • When you have edit access to the contract

  • When the contract is of Buy intent

  • When the contract is in draft or under amendment status

Note: Shared contract documents can't be added, deleted, or updated for contracts that aren't in draft or under amendment status.

After receiving the contract, the supplier can download the contract documents and upload the revised document back to the portal. The supplier can notify the customer by using the Send Notification action from the Manage Contracts page in the Supplier Portal. They can review the documents they're sharing and write a custom notification message. They'll see a confirmation that the notification was sent. Similar to the supplier contact, a notification and a detailed message through email are sent. The supplier is not able to select contacts to receive the notification. Instead, it's sent by default to the contract administrator and all internal party contacts that have the Buyer role.