Archiving a Contract

Who can do this?

• Only an Editor or an Admin/Super Admin can archive the contract.

• Users with sufficient permissions will be able to make the following changes to contracts that are expired, terminated, or archived:

  • Update responsible parties

  • Add, edit, delete, and download attachments

  • Edit the contract description

  • Manage linked contracts, i.e. add, edit, delete links

When can you do this?

A contract can only be archived if it is in expired or terminated status, and if it has no pending workflows.

Contract statuses are updated nightly. If a contract status changed though a manual action, such as activating a workflow to terminate, then the status won’t change until the nightly jobs run. For example, if you activate a terminate workflow on a contract today, then you won’t be able to archive that contract until tomorrow.

How to archive a contract

• Hover the cursor over Explore, then select Contracts.

• Switch the Include Inactive Contracts toggle to ON.

• Select the contract you’d like to archive.

• On the contract summary page, select Archive contract.

• In the Confirm Archive modal, select Confirm archive.
  OR
  To close the modal without archiving the contract, select Cancel or ✖.

Only contracts in expired or terminated status can be flagged as Archived

How to unarchive a contract

• Hover the cursor over Explore, then select Contracts.

• Switch the Include Inactive Contracts toggle to ON.

• Select the contract you’d like to unarchive.

• On the contract summary page, select Unarchive contract.

• In the Confirm unarchive modal, select Unarchive.
  OR
  To close the modal without unarchiving the contract, select Cancel or ✖.

Contract status badges

Archived isn’t a status in the sense that terminated and expired are. It’s an additional attribute.

• Contracts fall into one of three statuses: active | expired | terminated

• To more easily differentiate among active, expired, terminated, and archived contracts, contract status badges are displayed at the top right of the contract summary page.

  • If a contract has been terminated, then the Terminated badge will replace the Expired XX Days Ago and Expires in XX Days badges on the contract summary page.

  • If an expired contract has been archived, then the Expired and Archived badges will both appear on the contract summary page.

  • If a terminated contract has been archived, then the Terminated and Archived badges will both appear on the contract summary page.