Records organize everything about a contract in one place. Each Record shows the contract's key details, version history, related emails, and tools to review and manage it.

Video: Contract Records

Video: Contract Records

What you'll see in a Record depends on the contract's status: In Negotiation or Executed.

Records in negotiation

Records in negotiation view

For contracts still being negotiated, the Record displays:

Basic information

Basic information

• Parties: The contracting parties involved.
• Record name: The contract title, with a numbered circle indicating total versions.

Action buttons

Action buttons

• Add note: Add notes to the record.
• Edit details: Modify the record title and parties.
• Star icon: Add the record to your Favorites for quick access.

Comparison functionality

The comparison feature automatically loads the most recent previous and revised versions.

Comparison functionality

• Click Compare to run a redline comparison
• Download PDF to save the comparison locally