How to Manage a Contract?

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Managing a contract in Zoho Contracts covers updating its details, editing the document itself, copying it, and removing records that are no longer needed, all while keeping the contract lifecycle under control.

How to edit contract information

Go to Contracts and open the contract you want to edit.
Select the Summary tab in the contract details panel.
Click Edit in the top right corner.
Update the details in the Edit Contract Details form and click Update.

Key notes

All fields are editable while the contract is in Draft.
Fields such as Description, Requester Name, Department, Amount, Tax and Reminders are always editable.
Only the contract owner can edit contract details.

How to edit a contract document

Go to Contracts and select the contract.
Click Edit Document, or select it from More.

The contract reverts to Draft status for editing. Make your updates and click Draft Complete.

Important

You can edit a document while it is in Approval Rejected, Negotiation, Review Received, or Sign Declined status.
Editing is not allowed while a contract is in Approval Pending, Review Pending or Sign Pending.
Contract owners and collaborators with Write permission can make edits.

How to edit a document field

Open the contract from Contracts.
Click the field you want to edit in the document.
Update the value in Field Properties.

Fields can only be edited while the contract is in Draft. Collaborators with Write or Fill Fields permission can edit fields, and users with Fill Fields Only permission can update values directly in the document.

How to copy a contract

Open the contract you want to copy.
Click More > Create a Copy.

Update the details in the Create a Copy form, optionally copying document fields, comments, collaborators and signer details.
Click Save and Continue to start authoring the new contract.

You can also start a copy directly from the contracts list using More > Create a Copy.

How to delete a contract

In the Contracts tab, click More > Delete Contract next to the record, or use the same option from the contract details page. Contracts in Signed or Active state cannot be deleted.

Frequently asked questions

Who can edit a contract’s details?

Only the contract owner can edit contract details, although some fields such as Description, Requester Name, Department, Amount, Tax and Reminders remain editable more broadly.

Can I edit a document once it’s in Sign Pending status?

No. Editing is not allowed while a contract is in Approval Pending, Review Pending or Sign Pending. You can edit it in Approval Rejected, Negotiation, Review Received or Sign Declined.

Can a signed contract be deleted?

No, contracts in Signed or Active state cannot be deleted.

Need help?

Need help managing contracts in Zoho Contracts? Contact support@thoughtlogik.com or see our Zoho implementation services.

How to Manage a Contract?