How do I amend or renew a contract?

Learn about smart amendments and renewals, and how to include answers from old contracts to create a new project draft

You are able to amend or renew a contract by drafting a new project that only describes the changes to the old contract. To do this, 

1. click Amend or Renew in the options menu next to the completed document you’d like to make changes to
   • Example: Employee Agreement
2. select an amendment or renewal template to start drafting the document that will describe the changes
   • Example: Salary Increase template

When using the “Amend or renew document” feature, the answers to the references and metadata from the old document will automatically be included in the new project draft.

This means if you have the same references in the old and the new document, the answers can be re-used.

Also, if you have metadata in the old document (e.g. Signing date) with the same name as a reference in the new document (e.g. signing_date reference), the content will also be copied.

In other words, there is no need to re-type or re-answer anything in the new contract that has already been part of the original document!

The newly generated project will include a new document and the original document as an appendix. It is possible to remove, rename, or replace the appendix if needed.

On top of that, all signees from the old contract will be copied to the new amendment or renewal document. Don't want to send the amended or renewed document for signing? You can simply change the document status to 'complete' manually. 

Finally, in the Archive, both documents will automatically be linked with a relationship so you can easily navigate between them. Learn more about setting up related documents here.

NOTE! You cannot amend or renew pending documents. This means that your document must be 

• fully signed in Precisely, or
• manually changed to "completed", or
• directly imported into the Archive.