Feature reserved for administrators.
Access a counterparty's profile
You can view detailed information about a counterparty from:
The Counterparties tab
The list displays counterparties in alphabetical order.
Use the search bar in the top right to quickly find a specific counterparty.
Filtered views
External link in the Counterparty column
The Summary Sheet
Click on the "External link" icon
A new page will open with the counterparty's profile.
Edit a counterparty's information
From the Counterparties tab, an administrator can directly edit a contact's information (name, first name, email, etc.) without going through a contract.
Steps
Go to the Counterparties tab
Search for and click on the desired counterparty to open their profile
Directly edit the desired fields (name, address, etc.)
Changes are saved automatically
⚠️ This action is different from editing a signatory on a contract currently being signed. In that case, only the signatory can correct their name/first name from the identity confirmation screen at the time of signing.
Available information
From the counterparty's profile, you can find various details:
In the center:
List of the most recent associated contracts
List of all contracts
On the right:
Smart fields linked to the counterparty whether completed or not
Link to access Smart fields (administrators only)
Archive a counterparty
When you are no longer actively negotiating with a counterparty, you can archive them to simplify your interface.
Steps to store a counterparty:
Access their profile
Click on the menu at the top right of the profile and select "Archive this counterparty"
Confirm a second time.
Steps to unarchive a counterparty:
Repeat the same process from the counterparty's profile to unarchive them.
Impacts of storing:
The counterparty will no longer appear in selection menus, lists, or filters.
They will remain accessible via their associated contracts, marked with a "Archived" tag.
Export the counterparty list
From the Counterparties tab, you can export the entire list to keep a copy or analyse it outside of Tomorro.
Steps
Go to the Counterparties tab
Click on the Import button at the top right of the list
Click on Download template
The file will be downloaded automatically with all the information from your database.
⚠️ If you encounter an error during export, please contact Tomorro support. This feature may experience difficulties depending on the size of your counterparty list or certain specific configurations.