Linking Contracts

There are two functions for linking contracts. One allows information to be copied from a previous contract to create a new one, while the other links the two contracts together, establishing a historical reference between them. 

To link an existing contract to a new contract: 

• Add the new contract within the Contract Dashboard by selecting Link from Existing.
• Search for the existing contract in the search bar (a dropdown menu will also appear). 
• Click Go and enter the details for the new contract. Some details from the existing contract will automatically populate. (See Adding a Contract for more information.) 
• The linked contracts can be viewed in the Linked Contracts tab. (See Viewing Contract Information for more information) Clicking the paper icon will open the linked contract, and the unlink icon will remove the link between the contracts. 

To link two existing contracts: 

• Go to the first contract and select the Linked Contracts tab. (See Viewing Contract Information for more details.) 
• Click the option to link a previous or future contract. 

• Select the desired contract to link to the current one. 
• The linked contracts will appear in the Linked Contracts tab. Clicking the paper icon will open the linked contract, and the unlinked icon will remove the link.