How to edit an e-contract

A step to sign an e-contract can be added to your checklists. Whether in a process (standard requirement) or in a live application (specific to an end-user), you can easily edit them. Read on to discover how to do so.

There are 2 ways of editing an e-contract

1. From the Toolbox for reusable e-contract
2. In a Process or application for a unique e-contract

This means that in order to edit your e-contracts, you have 2 options. 

Option 1. Editing an e-contract saved in the Toolbox

Here is how to edit an e-contract that is only available in your Toolbox. 

• Go to Resources>Toolbox>E-contracts 
• Click on your e-contract in order to edit it

Option 2. Editing an e-contract available in your checklists

Here is how to edit an e-contract that is already available in your checklists (Applications or Processes)

• Go to your checklist (Applications or Resources>Processes)
• Scroll to the e-contract module in your checklist
• Click on Modify then click on Edit/View e-contract