Edit Contract Record

Editing Contract Information

Use the Edit Contract Record function if you are changing information NOT related to the service type, scope of work and service fees.

Use the Edit function if you are simply changing contract due to data entry error OR info related to the Client Signatory & Billing Contract only.

• Go to the Contract Main View and find the contract you want to update.
• Click the Edit button beside the client’s name.

• The Edit Client Contract form will appear, which is basically the same as the New Client Contract form. From here, you can make the updates you need.

• For the Upload Supporting Document field, if the uploaded supporting document is outdated or has been replaced, toggle the Discontinue Use switch.

• A field will appear asking for the reason for discontinuation—enter the details, then confirm to proceed.

• After editing the contract details, the system will ask for confirmation: “Do you want to proceed with the changes?”
• Select Yes to save the updates or Cancel if you decide not to apply the changes.

• A dialog box will appear asking you to “Enter Edit Reason.”

• Type in the reason why you are editing the record. (This field is required.)
• Click Submit to continue.