You can update the contract fields and terms and conditions after creating the contract. For more information about contract fields, see Contract Fields.

Prerequisite

Based on user roles, the administrator has assigned Read and Update permissions on the Agreement object and set field permissions for contract fields such as Contract Type, Owner, and others. For more information, see Managing Roles and Permissions.

To edit a contract

  1. Select a contact to edit. This displays the Contract Details page.
  2. Click the Edit icon ().
  3. Update the required details and click Save.

Editing Multiple Contracts

You can select and edit multiple contracts at the same time in My Contracts, All Contracts, and Recently Viewed tabs.

To edit multiple contracts

  1. Navigate to My Contracts, All Contracts, or Recently Viewed tabs to view the contracts listing page.
  2. To narrow down the list of contracts, use the Advanced Search option. This helps you to filter and find the specific contracts to edit. For more information, see Searching Contracts.
  3. Click the Bulk Edit icon (). This opens the Edit window, displaying the fields currently available on the grid, which are unpopulated.

    To add more fields to the grid and edit, select the View Settings option. For more information, see the "View Setting" section in Viewing Contracts from My Contracts, Viewing Contracts from All Contracts, and Viewing Recently Viewed Contracts.

  4. Edit the fields and click Save.
    The fields for the selected contracts are updated, and the most recently modified records appear at the top of the list.