You are signed in and on the Dashboard (Recents or Library view).
The contract you want to edit has at least one saved version.
Steps
1. Navigate to Recents or Library: In the left sidebar under Work Station, click Recents (clock icon) or Library (folder icon). The list of contracts appears.
2. Select a contract: Find and click the name of the contract you wish to modify.
3. In the Contract Versions dialog: A dialog titled Contract Versions appears showing all saved versions. Click the Version name you want to edit.
4. Edit in the Contract Editor: The selected version loads in the Contract Editor. Use the toolbar to format text, insert placeholders, add comments, and insert a signature block.
5. Save your changes: Click File ▶ Save in the toolbar. A confirmation toast displays: “Contract version saved successfully.”
6. (Optional) Create a new version: Click File ▶ Save New Version. Enter a Version Number and Message. Click Save. A confirmation toast displays: “New contract version created successfully.”
Tips
To cancel at any time, click Cancel (times icon) in dialogs.
To preserve the original version, use Save New Version instead of Save.