In this article:
Learn how to update a published contract by adding a new version.
From the contract details page, use Add new version to upload the replacement file and choose the Manage or Approval stage. This details-page component is available when the contract is Approved and is not moving through a workflow. To add a version from a current task, use that task's optional upload controls instead, as explained below.
Add a new version in the following situations:
- When updates are required for a contract that is not currently scheduled for review.
- When you need to replace the approved contract with a signed copy of the same contract.
- For minor edits, such as formatting changes or correcting grammar and spelling, that do not need a full review.
Q: What permission do I need to add a new version?
A: You need the Add contracts permission. The minimum licence type required is Action.
Q: What if the contract is already moving through a workflow?
A: You cannot use the details-page Add new version component while the contract is in a Manage, Review or Approve stage. Use the optional Add new version control within your current contract task instead. This provides upload controls, not separate Manage or Approval routing choices. See Adding a new version while the contract is in a workflow below.
Before you start
Check the following:
- You have the Add contracts permission (minimum licence type required: Action).
- For the details-page steps below, the contract has the status of Approved and is not currently moving through a workflow.
Step 1: Open the contract
Open the approved contract you want to update.
Navigation path
Select the approved contract you want to update.
Step 2: Open Add new version
On the contract details page, open the Add new version for approval component.
Step 3: Choose what happens to the new version
Choose the option that matches the amount of review the new version requires.
Send new version to the Manage stage: choose this to send the updated version to the Contract manager to review the changes. Use it when the new version needs to be checked before it is approved.
Send new version to the Approval stage: choose this when the new version does not need further review, for example after minor formatting, grammar or spelling changes, or when you are the Contract manager and are ready to send it straight to the Contract owner for approval.
Add new executed version: choose this for a fully signed contract that does not need further review. It replaces the current published version immediately, without moving through the Manage or Approval stage.
Choose where the new version should move next in the contract workflow.
Step 4: Upload the new version
Select Choose file and navigate to the new version on your computer. If links are enabled on your platform, toggle to Link to add a URL to the file location instead.
Add a comment to let the Contract owner know why you are adding a new version.
Step 5: Save the new version
Select Save. Logiqc sends the new version to the Manage stage or Approval stage you selected in Step 3, or publishes it immediately if you selected Add new executed version.
Adding a new version while the contract is in a workflow
You cannot add a new version from the details page while the contract is in a Manage, Review or Approve stage. If you have a task to manage, review or approve the contract, use the optional Add new version control within that task instead.
Open your current contract task and choose the appropriate task option. Select the Add new version checkbox to display the upload controls.
- File: select Choose file and select the updated contract file.
- Link: if links are enabled on your platform, switch to Link and enter the file location.
Complete the other required task fields and finish the task using its usual completion option. The selected task option determines what happens next; this upload control does not offer separate Send new version to the Manage stage or Send new version to the Approval stage choices.
Within a task, Add new version provides file or link upload controls, not separate workflow-routing choices.
What happens next
The contract workflow continues
From the details page, the new version enters the Manage or Approval stage you selected, or is published immediately if you selected Add new executed version. From a current task, it follows that task's selected action.
The review or approval continues
The contract continues through any remaining review or approval required by the selected action.
The approved version becomes current
Once approved, the new version is published and replaces the previous approved version on the Contract register.
To keep going, see: