You must have the Contracts Administrator role, View Contracts role or be a member of a contract with the Create Contracts role in order to view a contract. If you are a member of the contract with edit permission you can also make changes to contracts, including copying, amending or renewing a contract.
You can view the details of the contract by clicking on the contract number or name. Users with the View Contracts role can view the Counterpart (including contact details), Leadsheet, Bid, Members, Alerts, Renewals and Comments. Members with the view permission will also be able to view the Documents and Transactions tabs. Members with the edit permission can see the same tabs and can also perform a number of actions, including copying, amending or renewing a contract.
Actions Menu
When you open a contract there is a menu in the top right corner of the screen called More Actions. This menu has various actions you can execute which affect the contract you are in. These actions are listed below:
Amend Contract
This is used to make any changes to an existing contract. See our Amending a Contract help article for a detailed guide.
Copy Contract
The Copy function found allows you to use an existing contract as a template for creating a new contract. This is particularly useful if you have many contracts with similar terms. One contract can be created as a template and reused as many times as the user likes. It also allows you to change the contract number or generate a new number automatically every time. This gives the user a way to distinguish between contracts that may have been copied. This differs from a contract renewal which maintains the same contract number as it's previous version.
Renew Contract
The 'Renew' function allows for copying all the details of an existing contract with the ability to make changes. Unlike the 'Copy' function, the 'Renew' function keeps the same contract number, linking the renewal to the previous contract. You can find more information on Renewing a Contract on the dedicated help page.
Cancel Contract
A contract can easily be cancelled by selecting Cancel. Users are given the option to supply details about why the contract is being cancelled. Cancelled contracts are always saved in the system, so users can recall a cancelled contract and copy them into a new contract or reference at any time if needed.
Archive Contract
The option to archive a contract is exclusively available to users with the Contracts Administrator role. Archiving a contract, which can be done from any other state, is an irreversible action that permanently stores the contract in the archived state, making it inaccessible for any further modifications or actions within the system.
Link Contract
Some links are created automatically, for example when a contract is renewed or copied.
Community Administrators can also set up community defined Link Types (for information on how to set up link types see the Contracts Administration Module.
To link a contract to another select +Link, choose the relevant link type from those set up by your Community Administrator and select the target contract. You can view how contracts are linked from the contract's leadsheet.
Document Visibility
When a Contract is created or amended the user completing this process is able to adjust the visibility of Documents at the Contract and Document level to be either visible to all users who can access the contract in Unimarket or only to Members of the Contract.
Sharing Contract
Contracts can now be easily shared with other Unimarket users. From the More Actions menu, select Share Contract Link and this pop up will be displayed.
For information on contracts see Creating a New Contract or Contracts Administration Module.