How do I change a counterpart on a contract?

If you need to change or add a counterpart, you can do so at any time before the contract is signed by either party. Note: you can only add multiple counterparts as long as they are in the same company. You cannot mix companies.

1. Click on the contracts module at the top of the screen and click on the three dots next to the Draft button.

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2. Select Edit from the menu that appears.

3. The editing box will appear for this specific contract. Scroll down to the bottom of the box and click the 'x' on the counterpart that currently exists.

4. From there, you can click into the Counterpart company box and type in the email address of the desired counterpart. Click Save when you are done.