Summary
If a client begins the signing process but needs changes to the contract, you must delete the draft before making edits to the proposal. This guide walks you through locating and deleting an unsigned contract draft, allowing you to unlock the event and make necessary changes.
Instructions
Navigate to the Details tab of the contract.
Scroll down to the Files section.
Locate the contract that is not marked as signed.
Ensure the trashcan icon is enabled next to the unsigned contract.
Click the trashcan icon to delete the contract.
Confirm the deletion when prompted. (Note: Only unsigned contracts can be deleted, preventing accidental removal of signed contracts.)
Once deleted, the event will be unlocked, allowing you to make necessary changes.
Your client can then regenerate and sign the updated contract from their client portal.