Every Knuula user can revise client information on an engagement letter, but Edit mode is a special feature that lets you modify the permanent text of a specific letter without touching the underlying template.
Note: The Edit feature is permission-based — not every Knuula user has access by default. If you don't see the Edit button when you reach Step 2, contact Knuula support at support@knuula.com or reach out to your Knuula representative to have the feature enabled for the appropriate users at your firm.
Step 1 — Open the Contract and Click Revise Contract
The Edit feature is only available after an engagement letter has been generated — you can't access it during initial drafting.
- From the Contracts page, locate the engagement letter you need to edit
- Click the contract title to open the action menu
- Select Revise Contract from the menu
Step 2 — Click the Edit Button
Once the letter opens in revise mode, you'll see an Edit button in the top right corner of the letter view, next to Show All Fields and Plain Text.
- Click Edit to enable text editing mode
- The letter is now editable — you can click directly into the section you want to change
Step 3 — Make Your Edits
- Click into the section that needs revision — anywhere in the body of the letter
- Make your changes just like you would in a Word document: type new text, delete unwanted phrases, or reword sentences as needed
- The letter on the right side of the screen will update in real time as you edit
Step 4 — Save Your Changes
- Once you've finished editing, click Save in the top toolbar
- Then click the purple Next button at the bottom right to move into the revise confirmation flow
Step 5 — Choose How to Update the Contract
After clicking Next, a panel will appear with several options to finalize the revision:
Saving Options
- Update Contract Only — Applies the edits to this specific contract only. The underlying party record stays unchanged
- Update Contract and Party — Applies the edits to this contract AND updates the underlying party record (typically not needed for text edits, which are usually contract-specific)
Notifications
Decide how you want to handle the client:
- Revise Only — The contract is updated but the client is not notified. Use this when you want to save the edits without re-sending the letter yet
- Revise and Notify Parties — The contract is updated AND the client is sent the revised version for signature
Click Revise Contract in the bottom right to finalize.
Important Limitations to Know
The Edit feature gives you flexibility, but it has several constraints to keep in mind:
- Bullets and numbered lists cannot be added or removed — You can edit the text inside an existing bullet or numbered item, but you can't remove the bullet/numbering itself or add new bulleted/numbered structures
- Fields cannot be deleted — Text inside a Knuula field (like client name, fee amount, or date) cannot be removed or edited through the Edit tool. To update field values, use the field panel on the left
- You cannot add entirely new sections — Edit mode is for modifying existing language, not for inserting whole new clauses, headings, or major content blocks. For structural changes, update the underlying template
- Changes apply only to this specific contract — Edits made through this tool do not flow back to your template. Future letters created from the same template will use the original (unedited) language
Tip: If you find yourself making the same edit repeatedly across multiple contracts, that's a sign the change probably belongs in the template itself. Contact your Knuula admin to update the master template so the change carries forward automatically.