Who this is for: Anyone who needs to create an amendment, renewal, addendum, duplicate, or related contract from an existing one
Time to complete: 30 seconds to find the right option; the action that follows varies
The Options menu in the contract header is where CLX groups the actions that spawn a new contract record from the one you’re looking at — amendments, renewals, addenda, duplicates, and more.
Steps
1. Open the contract
Open the contract you want to branch from. See Open a contract if you’re not sure how.
2. Click Options
In the contract header, click the Options dropdown (it sits to the right of the three-dot More actions button).
The Options button in the contract header
3. Pick the action
The menu lists every related-record action available for this contract type. Common options include:
The Options menu open
Amendment — create an amendment contract that links back to this one
Addendum — attach an addendum record
Renewal — start a renewal contract based on this one
Terminate — record a termination
SOW — create a Statement of Work under this master agreement
Task Order — create a task order linked to this contract
Change Order — record a change order
Manual — blank-slate create a related contract of any type
Lock — lock the contract so its metadata can’t be edited (admins only)
Duplicate Record — make a copy of this contract’s metadata as a new, independent record
Duplicate ALL — copy the metadata and the documents into a new record
What happens after you click
Each option opens its own drawer or wizard. The one common thread: the new record carries a link back to this contract so you can see the relationship later. Expect to review and tweak fields before saving — most options pre-fill from the source contract but let you edit.
Tips
The menu shows only the options your admin has enabled for this contract type, so your menu may be shorter than the full list above.
Duplicate Record and Duplicate ALL are the fast path when you want an unlinked copy. Use Amendment / Renewal / etc. when you want the relationship recorded.
Locking is a one-click safety measure — useful once a contract is executed. An admin can unlock it later.
The three-dot menu (to the left of Options) is for actions that don’t create new records — generate document, reprocess, email, workflow, history, archive.
Related tasks
Open a contract
Edit contract metadata
Start a workflow on a contract