The contract page
Open a contract from its Contract name on the grid. The page has five tabs: Contract, Tasks, Notes, Files, and People & access. The address records the tab as tab. A missing or unknown value opens Contract. Choosing a tab leaves the sidebar in place, and an unsaved edit on Contract is still there when you come back.
Tasks, Notes, Files, and People & access show a count in brackets when there is at least one, such as Notes (3). A screen reader hears “Notes, 3”. Tasks counts every task, including Done tasks hidden by the filter. Files counts supporting files, not the contract document. People & access counts owners, not grants.
Contract tab
Section titled “Contract tab”The document is on the left and the fields are on the right. Drag the divider to change the split. On a narrow window the fields stack under the document.
The fields column is an accordion: Fields, then Key dates. Both start open. A section with items shows a muted count, such as Key dates · 3.
The heading is the contract name. If you can edit, click the name or the pencil. The box is labelled Contract name. Enter saves. Escape puts the previous name back. A saved rename shows “Contract renamed.” That save sends only the name. Someone who can only view sees the name and no pencil.
Status
Section titled “Status”The status badge is Live, Expired, or Cancelled. If you can edit, the badge is a menu. The current status cannot be chosen again. A saved change shows “Status changed to {status}.”
A Live contract stays Live through its expiry date. After the next midnight in the workspace time zone it becomes Expired. If Auto-renews is on, it stays Live and the expiry date moves forward by the renewal term. Cancelled contracts, archived contracts, and contracts with no fixed end date are left as they are. The activity line is “System marked this contract Expired.” or “System renewed this contract to {date}.”
Setting a contract back to Live needs no fixed end date, or an expiry date after today in the workspace time zone. Otherwise you see “Set a future expiry date, or tick No fixed end date, before setting this contract to Live.”
Overdue is a destructive badge when the notice deadline is before today, the contract is Live, and it is not archived. The deadline day itself is not overdue.
Archive
Section titled “Archive”Archive and Restore need Full access. They are hidden for View and Edit. Archive {name}? says the contract will not show unless Show archived is on. The toasts are “Contract archived.” and “Contract restored.” An archived contract shows an outline Archived badge. Edit and the status menu stay available when you can edit.
A contract you cannot open says Contract not available and does not show its name, owner, type, or counterparties. Back to contracts returns to the list.
Continue with Create a contract, documents, notes, tasks, and people.