Amending a Contract

You can modify an executed contract using the amend feature if you are the contract administrator. During the process of amending a contract, you will not be able to modify the following for an executed contract:

• Contract Type
• Parent Contract Number & Name
• Legal Entity
• Supplier
• Mode of the contract

If you have uploaded a fully executed agreement using pre-signed mode, you will amend the contract using that same functionality. If you edited and/or authored your contract using authoring mode, you will amend your contract using that functionality and will be able to route the amendment for signature using AdobeSign.

How to Amend a Pre-Signed Contract

Access an executed contract that you need to amend (will display a Live status).

Click on the Actions menu icon.

Select the Amend option.

The contract will now display a Draft Amendment status.

Make any necessary changes and select Execute when done.

The amendment process will now be complete and the contract will display a Live status.

How to Amend an Authored Contract

Access an executed contract that you need to amend (will display a Live status).

Click on the Actions menu icon.

Select the Amend option.

The contract will now display a Draft Amendment status.

Make any necessary changes, including adding and/or updating contract language. To add and/or update contract language, navigate to the Contract Language tab.

Select a current document, check out and edit using Microsoft 365 or download a current document, edit outside of CalUsource and reimport into your contract.

To add new language, select Add Contract Language and either Select Template to select a SMART template to edit within CalUsource or Upload Microsoft Word, if you have edited the language outside of CalUsource.

If you have are selecting a SMART template, select the contract template(s) to build a contract from the list on the left.

Click USE TEMPLATE to add the contract language template. 

Edit and Author the contract within CalUsource (see Authoring a Contract).

Once edits have been completed, the document(s) can be routed for team and supplier review (see Routing a Contract for Team and Supplier Review for reference). If at any point you want to recall the amendment, select Withdraw from the action menu.

If there are documents that do not need to be reviewed and should not be signed again, toggle their status to the off position so they become inactive. These documents will remain on the original contract, but will not be routed for review or for signature.

Once the review has been completed and the amendment is ready for signature, navigate to the Contract Details tab and select CREATE ENVELOPE (see Routing for Signature using AdobeSign for next steps).

Tips

• All historical contracts loaded from previous systems have the original contract number assigned to it.
• You can only amend a contract that you created. If you are trying to amend on behalf of someone else who is no longer with the organization, please contact the Help Desk ([e-mail]) to request the ownership of the contract to be changed. 
• If at any point you want to cancel the entire amendment, select Discard Amendment from the action menu.
• Once a contract is executed, the contract becomes live and non-editable. If you want to continue amending the contract at a later date, save the contract. Do not forward the contract for signature until you are done making changes, so that it won’t be executed until complete.