Who this is for: Anyone with edit permission on a contract who needs to change one or more of its fields
Time to complete: 1–2 minutes
The edit drawer is where you change everything about the contract — the type, the dates, the counterparties, the owner, the stage. The documents themselves are managed separately (see Upload a new document version).
Steps
1. Open the contract
Open the contract whose metadata you want to change. See Open a contract if you’re not sure how.
2. Click the pencil icon
In the contract header, click the pencil icon to the right of the status badge.
The pencil icon in the contract header
If the icon looks faded or you can’t click it, one of three things is true: the contract is locked, the contract is archived, or you don’t have edit permission. Reach out to whoever owns the contract or to your CLX administrator.
3. Edit the fields
The Edit Contract drawer slides in from the right. It shows every field defined for this contract type.
The Edit Contract drawer
Required fields are marked with a red asterisk. Optional fields can be left blank. Most fields fall into one of these patterns:
Text fields — type freely (e.g., Notes and Comments)
Dropdowns — single-select with a search box (e.g., Contract Type, Contract Stage, Contract Status)
Multi-select chips — like Counterparty Name; click the X on a chip to remove it, type to add a new one
Date pickers — type a date or pick from the calendar
Scroll down to reach less common fields (Contract Term details, custom fields, and so on).
4. Save or cancel
Click Save in the bottom-right of the drawer to commit your changes, or Cancel to back out without saving. Pressing Escape on the keyboard works the same as Cancel.
Tips
CLX tracks every change. If you ever need to see what was edited, when, and by whom, open the More actions (three-dot) menu in the contract header and choose Contract History.
Some fields are derived from others (e.g., Termination Date is calculated from the contract term in some templates). Editing the source field updates the derived one automatically.
If you change the Contract Type, the form may add or remove fields. Values in fields that exist on both types are preserved.
For sweeping changes across many contracts at once — say, a counterparty rename — talk to your administrator about a bulk update rather than editing one by one.
Related tasks
Open a contract
Upload a new document version
Use the contract options menu