Option To Not Copy Documents During Contract Amendment

This feature offers the following options:

• Ability to not copy documents to the new version of the amended contract
• Displaying contract and supporting documents of any version in the Documents tab of a contract

During contract amendment, you can choose to copy or exclude the documents in the Documents tab, to the new version. In the Manage Contract Types UI, the checkbox 'Copy documents to the amended contract' is selected by default for existing contract types. If you prefer not to be copy documents during amendment with versioning, simply uncheck this option. This setup is also applicable when amending contracts through REST and SOAP.

If the contract source is attached document, the primary contract document will always be copied irrespective of the setup.

Copy documents to the amended contract setup

The 'Documents' tab allows you to view 'Contract Documents' and 'Supporting Documents' specific to a particular version. A new 'Version' dropdown has been added to facilitate this. Select a version to access and view its corresponding documents. Please note, when a non-current version is chosen, you will be restricted to viewing documents only; adding or deleting documents is not supported.

Version specific documents

Document management is streamlined through the storage of version-specific documents.

Steps to Enable

To prevent documents from being copied during amendment, navigate to the 'Manage Contract Types UI' and access the 'Advanced Authoring Options' tab. Here, you will find the 'Copy documents to the amended contract' checkbox, which you should ensure is unchecked.