Contract control actions¶
These actions change who owns a contract or stop it. They are in the More actions (…) menu on the contract page, and each one is recorded in the contract's history.
Duplicate a contract¶
More actions → Duplicate contract creates a new draft with the same text and settings. Dates are cleared when you duplicate a signed contract.
Transfer ownership¶
More actions → Transfer ownership gives the contract to another person. Choose the new owner and give a reason, which is shown in the contract history and the Admin change log. The new and previous owner are emailed.
Admins and people with the transfer contracts permission can transfer up to 100 contracts at once from the Contracts list. When someone leaves, an admin hands over all their work when deactivating them. See Users.
Cancel a contract¶
Cancel a contract that won't go ahead, at any point before it is signed. More actions → Cancel contract:
- Choose a reason category: Counterparty withdrew, Deal lost or not going ahead, Replaced by another contract, Created in error or duplicate, or Other. Add details.
- Choose whether to Tell the counterparty. They get a neutral "withdrawn" email with your optional message, never your internal reason. This is ticked by default while they hold a live link (during negotiation or signing).
- Confirm.
The contract becomes Cancelled, stays in the repository read-only, and every open approval step, negotiation round and signing link is closed. Use Clone as new contract on the cancelled contract to start again.
Who can cancel: the owner (with edit permission), anyone with the cancel contracts permission (the Legal manager role has it), and admins.
Void a signature request¶
Stops a contract that is out for signing. See Signing.
Re-open a rejected contract¶
A rejected contract is locked. Someone with the re-open permission (Legal manager) or an admin can Re-open for rework from the Rejected banner, with a reason. It goes back to Draft. See Approvals on a contract.
Delete a draft¶
More actions → Delete draft is offered only for a draft that never left Draft. The draft is removed from the list; an admin can restore it for 30 days.
Delete an uploaded contract¶
Admins can delete a contract that was uploaded as signed. See Upload a signed contract.
Summary¶
| Action | Statuses | Who |
|---|---|---|
| Duplicate | Any | Anyone who can create contracts |
| Transfer ownership | Any | Owner, transfer permission, admin |
| Cancel | Before signing | Owner, cancel permission, admin |
| Void signature request | Pending signature | Owner or Legal assignee with send permission, cancel permission, admin |
| Re-open | Rejected | Re-open permission, admin |
| Delete draft | Draft that was never submitted | Owner, admin |
| Delete uploaded contract | Uploaded signed contracts | Admin |