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Editing or Deleting an Existing Contract

After creating a contract, you can return to the contract to edit its details.

Editing a Contract 

  1. Select the Contracts icon on the left nav
  2. Locate and select the desired contract
  3. Select the Edit button in the right hand corner
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  4. Select the Edit pencil in the right hand corner to edit the basic contract details
  5. Select Save after making an edits
  6. Expand Products and Costs section to +Add Products, +Add Line Item and Edit existing line item data accessing the Edit pencil
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    • Select Save or Cancel 
  7. Expand Additional Costs section to +Add Line Item and Edit existing line item data accessing the Edit pencil
  8. Locate Contact under Contact Information to +Add additional contacts or select the Edit pencil on the contact that requires edits
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    • Select Save or Cancel 
  9. Locate File to remove or upload a revised copy, select the Edit pencil
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    • Select Save or Cancel 

 

Deleting a Contract

  1. Select the Contracts icon on the left nav
  2. Locate and select the desired contract
  3. Select the Delete icon in the right hand corner next to the Edit button 
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  4. The following confirmation message will appear, “Are you sure you want to delete this contract? Deleting this contract will remove it and all of its contents from TMS and cannot be recovered. This includes all line items, contracts, and uploaded documents.”
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  5. Select Delete or Cancel