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contract_edit_options

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contract_edit_options [2021/05/17 10:41] – lisa.maloneycontract_edit_options [2024/08/08 15:49] (current) – tina.robles
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 This section will explain the following Contract Edit Options: Edit Family, Edit Dates and assigning Contract Editors to the contract. This section will explain the following Contract Edit Options: Edit Family, Edit Dates and assigning Contract Editors to the contract.
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 **Edit Family** **Edit Family**
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 To save changes click Save. To save changes click Save.
  
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 To cancel the edit, click Revert.  This will display a confirmation message.  Click Yes to return to the contract view without saving changes.  Click No to remain in edit. To cancel the edit, click Revert.  This will display a confirmation message.  Click Yes to return to the contract view without saving changes.  Click No to remain in edit.
  
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 Clicking Edit Dates will put the Date Info section into edit mode - the rest of the contract will be in a view-only state. Clicking Edit Dates will put the Date Info section into edit mode - the rest of the contract will be in a view-only state.
  
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 If there are NO COMPLETE claims, then the start and end date can be changed to any dates which don’t overlap other contract versions.  If there are complete claims, then the dates entered must not orphan claims, meaning the claim’s delivery dates must be completely contained within the contract’s start and end dates. If there are NO COMPLETE claims, then the start and end date can be changed to any dates which don’t overlap other contract versions.  If there are complete claims, then the dates entered must not orphan claims, meaning the claim’s delivery dates must be completely contained within the contract’s start and end dates.
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 To save changes click Save. To save changes click Save.
  
-{{:pasted:20180830-155249.png}}+{{:pasted:20240808-154547.png}}
  
 To cancel the edit, click Revert.  This will display a confirmation message.  Click Yes to return to the contract view without saving changes.  Click No to remain in edit. To cancel the edit, click Revert.  This will display a confirmation message.  Click Yes to return to the contract view without saving changes.  Click No to remain in edit.
  
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 A user who created a contract can Edit, Amend and Renew that contract.  Now, there is an option for the Contract Creator to select additional users to have access to Edit, Amend and Renew Contracts. A user who created a contract can Edit, Amend and Renew that contract.  Now, there is an option for the Contract Creator to select additional users to have access to Edit, Amend and Renew Contracts.
  
-To give Edit rights to another user, click the Contract Editors option on the contract header. +To give Edit rights to another user, click the Contract Editors manage hyperlink on the contract header. 
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 This will open the Contract Editor Management popup.  The right grid displays the current contract creator.  To select a user to edit the contract, click the right arrow Action button on the left grid for that user.  This will then display that user in the right grid. This will open the Contract Editor Management popup.  The right grid displays the current contract creator.  To select a user to edit the contract, click the right arrow Action button on the left grid for that user.  This will then display that user in the right grid.
  
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 After selecting a user to Edit, select the Role for that user from the dropdown.  The options are Admin or Editor.   After selecting a user to Edit, select the Role for that user from the dropdown.  The options are Admin or Editor.  
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 Admin: This gives the selected user options to Edit, Amend and Renew the contract as well as the option to add or remove additional users edit access. Admin: This gives the selected user options to Edit, Amend and Renew the contract as well as the option to add or remove additional users edit access.
  
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 **Users with the same Approval level or lower Approval level must be assigned by the Contract Creator as an Editor if they need to maintain a contract.** **Users with the same Approval level or lower Approval level must be assigned by the Contract Creator as an Editor if they need to maintain a contract.**
contract_edit_options.1621248076.txt.gz · Last modified: 2021/05/17 10:41 by lisa.maloney

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