How to Revise a Contract After Its Been Sent

If you need to make a change to a contract that has already been sent to a client, Knuula's Revise feature lets you update it directly without starting over.

Opening the revision editor

1. From the Contracts dashboard, click the on the contract title and select Revise Contract.
   1. Alternatively you can select view contract and then click the revise button after the contract opens.

Making changes

1. With the revision editor open, scroll through the document preview on the right side of the screen.
2. Any field that can be edited will appear underlined in the document.
3. Click directly on the field you want to change — Knuula will automatically open the corresponding edit area in the panel on the left, where you can update the value.

Saving and applying your changes

1. When you're done making edits, click Next.
2. Toggle Confirm Action to acknowledge that all prior inputs from the recipient will be removed when the contract is remade.
3. Under Saving Options, choose Update Contract Only to apply changes to this contract alone, or Update Contract and Party to also update the underlying client record.
4. Under Notifications, choose Revise Only if you don't want to notify the client, or Revise and Notify Parties to send them an email about the updated contract.
5. Click Revise Contract to apply your changes.

Please note: Revising a sent contract will remove all prior inputs already entered by the recipient. Make sure you intend to reset their responses before proceeding.