Editing a Contract

Template form fields can be edited while a contract is still in development by users with sufficient permission levels. To make changes within the form fields:

1. Open the Document Dashboard

2. Click the Version from Original Template icon. This will take you back to the Enter Info tab, which appeared during the creation process.

3. Make the necessary changes on the Enter Info tab and click Next.

4. You will also have the opportunity to make changes on the Set Properties tab. If no changes to the Jacket Properties (Metadata) are necessary, click Next.

5. Click Finish.

 

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Last Updated: July 24, 2019