How to edit, or delete contracts

To add or view existing contracts, see How do I add contracts?

This guide will walk you through the steps to edit or delete contracts in the system, including editing product contracts. Please be aware that deleting a contract is a permanent action that cannot be undone.

How to edit a contract

Contracts that have only an Overall Cost saved will be categorized as Uncategorized.

  1. From the side navigation click NaviStack.
  2. Click Vendor Contracts.
  3. Scroll down to the Your Contracts
  4. In the Uncategorized table, click the name of the contract you wish to edit.
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  5. Click Edit.
  6. Update the necessary fields, such as the contract name or overall cost.
  7. Click Save.

Optionally. If you need to add product contract details, click Add Now. At a minimum, search for and select the product, then click Save. You may also fill in additional contract details if available.

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How to edit a product contract

When editing a product contract, you can modify all contract information except for the vendor product.

  1. From the side navigation click NaviStack.
  2. Click Vendor Contracts.
  3. Scroll down to the Your Contracts
  4. Click the name of the product you’d like to update the details for.
  5. Click Edit.
  6. Update the necessary fields, such as contract details, documents, and notifications.
  7. Click Save.

How to delete a contract

Warning: Deleting a contract will permanently remove all associated data and uploaded documentation. This action cannot be undone.

  1. From the side navigation click NaviStack.
  2. Click Vendor Contracts.
  3. Scroll down to the Your Contracts
  4. Click the 3-dot menu next to the contract you wish to delete.
  5. Click Delete.
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  6. Select Delete.
  7. Confirm the deletion by clicking Delete.

By following these steps, you can efficiently manage your contracts, whether you need to make edits or permanently delete them.