Client: Copy Contract

Copy a Client Contract

1. Navigate to the Client you would like to work with.
2. Select the Contracts tab at the top.
   
    
3. Select the Contract and click Copy under the Contracts section.
   
   
   This will bring up the Copy Contract & Services window.
    
4. Change the Effective and Expiration Dates for the new Contract.
   
    
5. Check the Services for this Contract. By default, all the previous Contract Services will be selected.
   
    
6. Change Authorization Num. as needed for the new Contract.
   
    
7. Click OK when finished making your changes. The new Contract will show in the Contracts list.
   
    

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To Archive an Old Contract

1. Select the Contract and click Archive under the Contracts section.
   
   
   This will show the Contract with an X next to it to show it is Archived.
   

   NOTE: To Unarchive a Contract, select it and click Unarchive at the top under the Contracts section.

    

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