You are signed in and on the Dashboard (Recents or Library view).
The contract version you want to amend must be Signed or Expired.
Steps
1. Navigate to Recents or Library: In the left sidebar under Work Station, click Recents or Library.
2. Select a contract: Find and click the name of the contract you wish to amend.
3. Open the Contract Versions dialog: Click the contract name to open the Contract Versions dialog.
4. Click the Amend icon: In the Contract Versions dialog, locate a version with status Signed or Expired. Click the pencil icon next to that version.
5. Wait for the amendment to complete: A spinner overlay appears while the system creates a new draft version. On success, the dialog closes and a confirmation toast displays: “Contract version amended successfully.”
Tips
Only signed or expired contracts can be amended.
The amended version will be based on the selected version and opened as a new draft.