Edit a Contract Type

With ICM, you can edit a Contract Type in any state, such as Draft, Published, and so on. However, you have to approve the Contract Type again.

If you edit a Contract Type in the Approved state, and update the name, the status of the Contract Type changes to Draft.
Then the Contract Type needs to go through an approval process to get to the Approved state.

To edit a Contract Type:

1. Click  in the Contract Type list, to view the Contract Type that you want to edit. The Contract Summary page opens.
2. Click Edit. The Edit Contract Type page opens.

 

Note: You can edit only those Contract Types that have status as Draft or Approved. 

3. The Edit Contract Type page consists of following tabs:
   1. Details
   2. Attributes
   3. Associations
   4. Display Preference
   5. Team
   6. Verify
    

   Details

   On the Details tab, edit the Contract Type information, make appropriate changes, and click Next. The Attributes tab opens.

   Note: On the Details tab, you can edit all the fields except the Contract Type Name and Contract Type Code fields. 

    

   Attributes

   On the Attributes tab, add or modify appropriate attributes for the Contract Type, and then click Next. The Association tab appears.

   You can edit the following attributes, get approval, and you do not need to publish the Contract Type again:

   Details tab:

   • Allow Third Party Paper

   • Allow Clause Assembly

   • QR Code

   Attributes tab:

   • Update Attribute

   • Attribute Group

   • Source

   • Tracking Attribute

   • Is Unique

   • Defined By Rule

   • Is Inherit

   • Is Conditional and Depends On Attribute

   • Choice values and multi-select choice values

   • Is Cascade, Cascade On

   Association tab:

   • Update Association

   • Allow Inheritance

   Display Preference tab:

   • Display preference for Agreement details view

   Team tab:

   • Team changes

   Associated Document tab:

   • Allow Document Assembly

   • Constraint

    

   Association

   On the Associations tab, add and modify an Association for the Contract Type, and then click Next.

   The Display Preference tab appears.

    

   Display Preference

   Select appropriate attributes on the Display Preference tab, select appropriate attributes so that you can view them on the Agreement tile and Agreement Details page.

   Click Next. The Team tab appears.
    

   Team

   Click Next. The Verify tab appears.
    

   Verify

   You can view all the existing information related to the Contract Type on the Verify tab. 
   Click Previous if you want to go back to the previous tab. Click Update to update the Contract Type.

   To learn how send a Contract Type for approval in detail, click Send the Contract Type for Approval

    

    

    

   Related Topics: Send the Contract Type for Approval |