Renewing a Contract

 

In Concord, you can preemptively add a renewell date to a contract as you create the document, or you can renew a document after it has already expired. 

 

Renewing an Expired Contract

  • Open the document you would like to renew
  • In the Sheet Summary, select the 'edit' next to the contract expiration date. You must hover over the date in order for the edit option to appear.

Screen_Shot_2021-04-29_at_4.02.26_PM.png

 

  • Select 'Add Renewal'

Screen_Shot_2021-04-29_at_4.04.38_PM.png

  • Enter the appropriate renewal timeline information, click 'Save'

Screen_Shot_2021-04-29_at_4.05.42_PM.png

 

Building a Renewal into a Contract

  • In 'Edit' mode for a document, select 'Summary' in the Summary Sheet. Click 'Set Lifecycle'.

Screen_Shot_2021-04-29_at_4.08.31_PM.png

  • Click 'Add Renewel' and enter the appropriate timeline information. Click 'Save'

Screen_Shot_2021-04-29_at_4.04.38_PM.png

Have more questions? Submit a request

0 Comments

Article is closed for comments.