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Edit attributes of a executed contract

This article explains how to edit executed contract information in the [Attributes] tab.


Requirements

  • Module: Contract Management

  • Eligible users: All users in a contracted tenant

  • Access rights:

    • Administrator

    • Editor


Edit Information in the [Attributes] tab

  1. Open the contract file information.

  2. For each field, click [Edit] and update the information.

Fields

Section

Field

Description

Location

Saved location (workspace/folder) (*1)

Change the saved location of the contract.

Basic fields

Assignee

  • Register one user as the contract owner. To qualify:

    • User must belong to Contract Management / Basic

    • User must have at least Viewer rights for the contract

  • Search by user selection or partial match of name/email.

Internal ID

Internal ID for contract management (max. 50 characters). Only one can be registered.

Custom fields

Custom fields (*2)

Fields added via the [Contract custom fields] screen. Display order follows the settings configured there.

(*1) Saved location can also be changed from the [Executed contracts] list. See [Change the Workspace/folder of Executed Contracts].
(*2) For details on setting up custom fields, see [Customize Contract Management Fields].

3. Click [Save] to confirm changes.

⚠️ Notes

  • Information in the [Attributes] tab is shared across all versions of the contract file.

  • Changes apply to all associated versions.

💡 Info

You can also edit [Attributes] in bulk using a CSV file. See [Bulk Edit Management Information for Executed Contracts] for details.


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