Lock and Unlock a Contract

You can lock down a Contract so that no more changes can be made.

To Lock Down a Contract

This can only be performed by users with permission to access the closed status on the contract.

1. Click respond on the Contract you want to lock down.

2. Change the status to the Closed Status type. Depending on your project this may be called Executed or something else.

To Unlock a Contract

This can only be performed by Administrators or users with permission to re-open a closed status.

Adding and Editing line items within a contract is only possible whilst the contract is in the open status. This include formatting such as indenting.

1. Select the Contract you want to unlock.

2. Respond to the Contract.

3. Select Open.