Rules to edit an agreement

What can be updated depends on:

• The status of the agreement (prepared, signed, …)
• The type of agreement (Core, B2B, Contract, …)

Prepared agreements

When an agreement is in Prepared status:

• All fields can be edited.
• The Contract reference can still be updated.
• The Language can be changed to resend an invitation in another language.

Type of agreements

Once the agreement is signed, certain restrictions apply in function of the type of agreement.

• Read here what can be edited for a CORE mandate
• Read here what can be edited for a B2B mandate

For other types of agreements like contract and credit card tokens, we only allow the language and agent to be updated once the document is signed.

How to edit an agreement

1. Navigate to the agreement menu
2. Select a profile
3. Select an agreement
4. Click the Edit button

Available tabs

When editing, you may see up to three tabs.

Details

Contains the core information of the agreement itself.

Debtor

Allows you to update:

• Debtor name
• Debtor address

Extra

Visible if custom attributes are defined in the profile settings.
You can manage custom values linked to the agreement.