Create Amendment

Pre-requisite:  cmx.create.amendment configuration is set to true in Manage Configurations

CMx provides Create Amendment feature to quickly clone a document and make edits to any existing document of a Contract Record. With this feature , user is able to identify the last modified contract document and then use the existing document of a contract to create a new document and, make changes.

(1) Click on Create Amendment option for a contract that has more than one document available.

(2) Select an existing document in the contract

(3) Click on Submit button to generate a new document from existing document and make quick edits and amends. Optionally the file name can be changed to reflect the most accurate name for the amendment that is being made.

(4) The newly added/amended document is now part of the contract record and the changes made are automatically saved.