Adding and Managing Obligations in a Counterparty Initiated Contract

Adding and managing obligations on a counterparty initiated contract works the same way as on an organisation initiated one. This guide covers editing, duplicating, deleting, pausing, viewing history for and sending reminders about obligations.

How to edit an obligation

1. Open the contract that contains the obligation.
2. In the details panel, click More > Obligations.
3. Next to the obligation, click More > Edit.
4. Update the fields and click Update.

How to duplicate an obligation

1. Open the contract and go to More > Obligations.
2. Next to the obligation, click More > Create a Copy.
3. Modify the pre-filled fields as needed and click Add.

How to delete an obligation

Open the contract, go to More > Obligations, then click More > Delete next to the obligation.

How to pause a recurring obligation

Go to More > Obligations, then click More > Pause Recurring next to the obligation. It stays paused until you select Resume Recurring using the same steps.

How to view due history for a recurring obligation

Go to More > Obligations, then click More > View Due History next to the obligation. You can filter by due status using the picklist at the top, or sort results to show the latest due date first or last.

How to send a reminder

Go to More > Obligations, then click More > Send Reminder next to the obligation, and its owner receives a reminder notification.