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Editing contracts Q/A

Please read the questions and answers below to understand your editing permission in a contract.

Do you have permission to change contracts?

If you're a User, you may not have permission to change a contract (unless you are a contract Participant. If so, see below). To have sufficient permissions, you need to have the Manager or Contributor role in your Workspace. Please check with your Administrator.

Are you the contract participant?

If you aren't a participant in the contract, you may be able to view the contract but not make changes. If you wish to make any changes, ask your colleague who created the contract to invite you as a participant.

What role are you assigned in the contract?

Only Signatories, Organizers, and Influencers can interact with a contract. If you're a Viewer and wish to interact with a contract, ask a Signatory or Influencer to change your role accordingly.

Is the contract marked as signed?

If a contract is marked as signed, you can no longer make changes in it.

If you wish to make changes to a signed contract, make a copy the three dots menu the top right corner > Copy.

Make your changes, save them and send them to your counterpart for a new signature for your new contract.

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