Initiate a review

Sends contract documents for review and initiates a review by sending contract documents to reviewers.

Two types of reviews are available in CLM, "Simple Review" and "Microsoft 365 Review".

  • When you send documents for Simple Review, all review documents and supporting documents are sent to reviewers as email attachments. Reviewers can email reviewed documents back to the review initiator.
  • When you send a document for Microsoft 365 Review, the review document is shared as Microsoft 365 document links and supporting documents are sent as email attachments. Reviewers can directly review documents via Microsoft 365 and reviews are imported into CLM automatically at the end of the review. Documents sent for Microsoft 365 review must be in DOCX format, though supporting documents can be of any format. Microsoft 365 Review can be initiated only for one document at a time.
    After completing any ongoing review, you can initiate a new review for another document from the same contract. In both reviews, the contract status changes to "Other Party Review" after documents are sent for review.
Recent Requests
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Path Params
string
required

ID of the contract

Body Params

Request model for starting Review Cycle

string
required
length ≥ 1

Name of the review cycle

string
required
length ≥ 1

Review Cycle Type ("Simple Review" or "Office 365 Review")

PrimaryDocumentIds
array of strings
required

Document Id of a document for which the review needs to be initiated

PrimaryDocumentIds*
SupportingDocumentIds
array of strings | null

Document Ids of supporting documents to be considered during the review

SupportingDocumentIds
AdditionalAttachments
array of objects | null

Additional Attachments

AdditionalAttachments
string | null

Email Template Id

string
required
length ≥ 1

Email subject of the review email to be sent to reviewers

string
required
length ≥ 1

Email Body of the review email to be sent to reviewers

To
array of objects
required

List of reviewers' information

To*
Cc
array of objects | null

Carbon Copy

Cc
Bcc
array of objects | null

Blind Carbon Copy

Bcc
UserDefinedProtectionLevels
array of objects | null

Protection levels to be applied based on userdefined

UserDefinedProtectionLevels
Headers
string

Token of the Microsoft 365 Review. ExternalToken is Optional in case of Normal Review flow

Responses

Language
Credentials
Bearer
JWT
URL
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Response
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application/json