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How to Revert or Delete a Contract Change

How to revert a Contract Change to draft so it can be edited or deleted.

Written by Cara Alva

Overview

Reverting a Contract Change to draft lets you edit or delete a Contract Change that is no longer in draft status. For most edits to an existing Contract Change, creating an additional Contract Change is preferred to maintain consistent records.

Important: Reverting a Contract Change to draft can impact other Contract Changes created and/or executed after it.


Prerequisites

  • Your workspace must have created the Contract Change.

  • The Contract Change must not have any newer changes against it, or an open approval submission (see "Why Reverting May Not Be an Option" below).


Process

Revert a Contract Change to draft

  1. Click the three-dot menu at the top right of the Contract Change and select Revert to Draft.

  2. To edit, click the three-dot menu again and select Edit.

Note: If the option to revert is not available, see "Why Reverting May Not Be an Option" below.


Delete a Contract Change

Once the Contract Change is in draft:

Click the three-dot menu at the top right and select Delete.

Important: Contact your company's system administrator before deleting any Contract Changes.


Why Reverting May Not Be an Option

You cannot revert a Contract Change if any of the following apply:

  • There are newer Contract Changes that affect the line items in the current Contract Change.

  • The Contract Change has been submitted to another workspace for approval.

  • Your workspace did not create the Contract Change.

If the Contract Change has been submitted for approval, the current approver in the receiving workspace must reject it first. Once rejected, you can revert and edit the Contract Change.


What Can I Edit Without Reverting?

The following can be edited even when the Contract Change is no longer in draft:

  • Adding additional documents or files.

For most other edits, create an additional Contract Change to maintain consistent records.


See Also

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