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Client: Copy Contract (WebABA Enterprise)


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  • Updated

Jump to Section: [Copy a Client Contract] [To Archive an Old Contract]

 

Copy a Client Contract

  1. Navigate to the Client you would like to work with. 
  2. Select the Contracts tab at the top.
    contract_copy_1__1_.png

  3. Select the Contract and click Copy under the Contracts section. 
    contract_copy_1__2_.png

    This will bring up the Copy Contract & Services window.

  4. Change the Effective and Expiration Dates for the new Contract. 
    copy_contract_3a__1_.png

  5. Check the Services for this Contract. 
    By default, all the previous Contract Services will be selected. 
    copy_contract_4__1_.png

  6. Change Authorization Num. as needed for the new Contract. 
    copy_contract_5__1_.png

  7. Click OK when finished making your changes. 
    The new Contract will show in the Contracts list.
    copy_contract_6__1_.png

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To Archive an Old Contract

  1. Select the Contract and click Archive under the Contracts section.
    archive_contract__1_.png

    This will show the Contract with an X next to it to show it is Archived. 
    archive_contract_2__1_.png

    NOTE: To Unarchive a Contract, select it and click Unarchive at the top under the Contracts section.

     archive_contract_3__1_.png

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