Update the information saved on an existing contract.
Before you begin
Open the contract you want to update. See Viewing a contract if you need help finding its details.
Steps
- Go to Contracts.
- Select the contract you want to update.
- In the section you want to change, select Edit.
- Update the information in the editor. For an explanation of each field, see Contract fields.
- Select Save.
To add an extra field, select Add field. Then select the field from Add field from library.
Result
James saves the changes in the section you edited. You can update Contract Details, Counterparties, Duration, and Payment Plan separately.
