Reassign Contract Owners En Masse
Your administrator can assign contract owners en masse using a scheduled process.
Here's how:
- Navigate to the Scheduled Processes UI.
- Search for the Assign Contract Owner process.
- 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.
- Fill in the Assignment Details by searching for and selecting the person you want to reassign the contracts to.
- 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).
- Submit the process.
- To see which contracts were affected, click on the process after it runs. In the Process Details tab, download the attachment there.