Before you start

You need access to the contract and any linked records you want to open.

Step by step

  1. Open Contracts and find the existing contract before creating another record.
  2. Review the counterparty, agreement details, owner and any available obligations or dates.
  3. Open linked agreements and documents to confirm the relevant version and signing status.
  4. Use the available management actions to maintain the record within your permissions.
  5. Review the contract context when progressing associated Deal Room or workflow activity.
Captured product screenClick to enlarge ↗
Check the agreement linked to the contract

Product screen with an example agreement. The linked NDA has its own revision and signing status. Its Signed badge does not mean the associated contract is signed.

What happens next

Connected records help maintain context across confidentiality, transaction work and ongoing obligations.

If something does not look right

A linked NDA does not mean the contract itself has been signed. Check the signing request associated with the document you intend to rely on.