Objectives

• Renew and amend a contract

Environment

• Contracts Module

Procedure

When the contract is expired, you have to click on the contract name or contract ID on the grid.

Click on Renew on the top right of the page.

You have one mandatory field: Contract Date

• Contract date: select the contract renew date 
• Renewal: A defined list that can be managed in the Settings
• Dates such as Start Date, and End Date.
• Notify Users: Select the users that will be notified on this contract.
• Notify Teams: Select the Team that will be notified on this contract .

When you need to amend a contract, you need to click on the amend button on the top right of the page.

You can select/unselect the checkbox needed, if you want to deactivate the previous contract, if you want to inherit the Approval center of the previous contract and if you want to inherit the Signature Center of the previous contract.

After changing all the information needed click on Save.