Skip to main content

Managing a - Legacy type - Contract

Updated this week

🗣️ This article is intended for Buyers. If you are a Supplier, please refer to our Supplier hub content.


Issuing a Contract

As outlined in the Creating a new – Legacy type – Contract article, once all required information has been completed across the various tabs of a Contract draft, the contract can be issued by clicking the 'Issue version' button located in the bottom-right corner of the page. This action moves the Contract to the next stage of the process, changing its status from 'Draft' to either 'Active' or 'Agreed Pending Date' , and making it available for review by all relevant parties.

Contract workflow status

An "Active" status indicates that a contract has officially commenced and is currently in effect. This status is automatically applied when the contract’s start date is reached, signifying that all agreed-upon terms are now enforceable and any associated workflows, obligations, or deliverables are expected to be carried out.

It’s important to note that prior to the start date, the contract may display a different status such as 'Agreed Pending Start', which means the contract has not reached the start date status will display as 'Active' once the contract start date has been reached. Once active, the contract remains in this state until it is either terminated or fulfilled.


​In the case of Legacy contracts, there is no requirement for the counterparty to take any further action within the system. This is because a Legacy contract refers to an agreement that has already been fully negotiated, signed externally, and is simply being uploaded into the platform for record-keeping and tracking purposes. All contractual terms and obligations have already been agreed upon and finalised outside of the system, meaning there are no outstanding approvals, signatures, or tasks for the counterparty to complete within the platform. The contract is already in effect and is added to the system for visibility and management.

Document status

All documents uploaded under the Content tab will automatically be assigned an 'Active' status and marked as 'Signed' in the Agreement tab, regardless of the overall contract status. This ensures that documents stored in the Content tab are considered valid and accessible for reference or compliance purposes - even if the contract itself hasn’t reached the start date yet. The "Active" status in this context simply reflects that the document is available in the system, not that the associated contract is fully enforceable.

Regardless of contract status, the document status will be marked as 'Active' and 'Signed'. 

Revising a - Legacy type - Contract

Once a Legacy type contract reaches the 'Active' status, it becomes locked for major changes. That is, negotiation and contract documents are considered finalised - meaning the Contract cannot be reversed or significantly altered. However, you can revise your Contract by creating a draft revision, which allows you to update metadata only, such as editing the milestone summary or changing the contract name.

  1. Click the 'Version actions' dropdown and select 'Create draft revision'.

After creating a draft revision, an additional dropdown appears, allowing you to toggle between Version 1 (Issued) in Active state and Version 1 (Revision) – in Draft state.

✏️ Important to note: While metadata can be updated in a revision, contract documents themselves cannot be changed. If changes to the contract documents are required, a new version must be created instead.

Once you've made the necessary changes to your Contract, you can either navigate to the Review & issue tab and click the green 'Issue revision' button in the bottom-right corner, or open the Version actions dropdown and choose one of the following options:

  • Review and issue

  • Delete revision

  • Open issued version

Creating a new version of a - Legacy type - Contract

If you need to make changes beyond metadata - such as updating documents or attachments - you’ll need to create a new version of the Contract.

To do this, click the Version actions dropdown and select '+ Create new version'.

Just like when creating a contract from scratch, you'll need to choose whether the new version should follow the Full workflow or Legacy process.

After creating the new version, an additional dropdown will appear, allowing you to switch between Version 1 – in Active state and Version 1 – in Draft state.

On the Milestones tab, you’ll need to define the occurrence for the new version’s start date.

In the Content tab, a new section appears above the previously agreed documents, allowing you to add new contract documents for signature. These documents will go through the negotiation process.

If your intention is not to add an additional document (e.g., an addendum), but rather to completely replace the previously agreed contract, you must mark the original document as obsolete.

The Agreement tab remains read-only, and no action is required there.

Once you've made the necessary changes to your contract, you can either navigate to the Review & issue tab and click the green 'Issue revision' button in the bottom-right corner or open the Version actions dropdown and select one of the following options:

  • Review and issue

  • Delete revision

  • Open issued version


Got a question or need clarification? Send us a message by clicking the Help chat button in the bottom right - our AI assistant, FIN, will help you right away, and connect you to our team if needed.

Did this answer your question?