When an amendment is signed and its start date is reached, the values of its smart fields that differ from those of the initial contract update the initial contract.
📌 To learn how to create an amendment, see the article Create an amendment.
When the initial contract is updated
The update takes place when these conditions are met:
the amendment is linked to an initial contract;
the amendment is signed;
the start date of the amendment is filled in and reached, that is, equal to or earlier than today's date.
If these conditions are already met when the amendment is signed, or when it is linked to an initial contract, the update is immediate. Otherwise, the amendment remains pending and a daily process applies it once its start date is reached.
When the initial contract has several amendments, they are applied in order of their start date, from oldest to most recent.
Which fields are updated
All smart fields filled in on the amendment, including the end date, are compared with the current value of the initial contract. Only those with a different value are carried over.
The value of the amendment fully replaces the previous value of the field. For a "Multiple-choice selector" field, the options of the amendment replace all those of the initial contract: they are not added to them.
The following are never carried over:
the "Start date", "Signature date", "Contract identifier" and "Next renewal date" fields;
"File" fields;
fields left empty on the amendment, which never clear the field of the initial contract;
fields whose synchronisation you stopped before the amendment was applied.
Where to see the updates
On the summary sheet of the initial contract
A field updated by an amendment is marked by a small icon next to its title.
On hover, the tooltip shows "Last update by" followed by the name of the amendment, then "Previous version:" followed by the earlier value, or "empty" if the field had no value.
As soon as an amendment has been applied, the three-dot menu of the summary sheet offers View initial contract values to see the values from before the amendments. The tooltip then shows "Current version:" followed by the value resulting from the amendments. View merged contract values returns to the default view.
In the Activities
The Activities open from the Activities tab of the summary sheet.
Each time an amendment is applied, an entry is added to the Activities of the initial contract and to those of the amendment. On the initial contract, the entry shows "updated the following values via the amendment" followed by the name of the amendment. On the amendment, it shows "applied the following values from this amendment to the initial contract".
Each modified field is listed with its previous value and its new value. For a "Rich text" field, only the name of the field is shown. The entry is attributed to the author of the amendment.
📌 To learn where to find your amendments in a contract, see the article Visualize your amendments.
Terminated contract extended by an amendment
The status of the initial contract is calculated from its updated values. A contract that is "Terminated" because its end date has passed is therefore no longer "Terminated" when an amendment pushes back this end date: its status changes to "Active", or to "Terminated soon" if the new end date is near.
Amendments signed before the go-live
Amendments already linked to an initial contract when the feature went live are taken into account. Those that were already signed and whose start date had been reached have updated their initial contract. The others remain pending: they are applied on signature, or on their start date, according to the usual rule.
Stop synchronising a field
As long as an amendment has not been applied, a link icon appears next to each field of its summary sheet whose value would be carried over to the initial contract. Its tooltip shows "This field will synchronise with the initial contract".
If you have the necessary rights, clicking the icon stops the synchronisation of this field: the icon changes and its tooltip shows "This field is not synchronised with amendments". Clicking again resumes the synchronisation.
Once the amendment has been applied, the icon no longer appears and the choice can no longer be changed.