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Link related agreements

Keep amendments and related agreements connected.

Author and editorial owner: Ovidiu Robotin · Updated

Steps to follow

  1. Open the parent contract, then its Details tab and Related contracts section. Select the child document from the same workspace.
  2. Choose the relationship that describes the documents: amendment, order form, statement of work, renewal or superseding agreement.
  3. Verify parent and child direction before saving.
  4. Use contract families to inspect the grouping and open the relevant document.
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Related guides

Published by Ovidiu Robotin · Qedara