Before you start
You need access to the contract and any linked records you want to open.
Step by step
- Open Contracts and find the existing contract before creating another record.
- Review the counterparty, agreement details, owner and any available obligations or dates.
- Open linked agreements and documents to confirm the relevant version and signing status.
- Use the available management actions to maintain the record within your permissions.
- Review the contract context when progressing associated Deal Room or workflow activity.
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.
Create a useful contract record
Find the existing counterparty and agreement first. Record business purpose, accountable owner and available dates, and attach the authoritative agreement. A linked NDA governs confidentiality; it is not proof the commercial contract itself has been executed.
Maintain dates and lifecycle
- Inspect the current status and agreement revision.
- Check effective, renewal, expiry or review dates and assign deadline work.
- Use transition actions offered for the state and your authority, reading prerequisites first.
- Confirm the new status and history. Resolve named blockers instead of changing labels to simulate completion.
Handle amendments and ongoing duties
An amendment may change obligations without replacing the original agreement. Keep related records connected and verify applicable terms. Expiry, termination and archival can leave retention or other obligations in force; check them before closing related work.
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.