Edit a contract's details and status Last updated: Aug 16, 2026

Update a contract's core information after it has been created.

1. Open Contracts and click the contract you want to edit.
2. On the Details tab, update the contract name and the free-text notes about the contract.
3. Use the status dropdown at the top-right to set the contract to Active or Inactive. The banner shows the days remaining until expiration.
4. To attach a pre-renewal checklist, click Link Workbook and choose a workbook.

Dates, cost, and linked records are edited on the Custom and Linked tabs — see the related guides.