Edit a Contract Type

You edit a contract type to update its settings. After you modify the settings, you can choose to apply the changes to all existing and new items that users create, or just new items.

To edit a contract type:

1. Navigate to the Workflow Zone.
   If the Workflow tab is not visible on the main header bar, click more to access the additional zones.
2. Click the System Actions tab.
3. In the Contract Management section, click Configure Contract Management.
4. Click for the contract type that you want to edit.
5. On the Edit Settings screen, modify any of the settings, as required.
   For information, see Contents of the Manage Contract Management Type Screen.
6. Do one of the following:
   • Click Finish to save the settings for all new items that users create against the contract type. Any contract management items that already exist for the contract type are not updated.
   • Click Finish & Regen Forms to update all existing forms linked to the contract type, and apply the settings to all future items that users create.