How to delete or restore a contract in ContractSafe

ContractSafe lets authorized users delete one or more contracts from the Contracts List, or delete an individual contract from the Contract Page. Deleted contracts move out of the active contract list, and users with the required restore permission can restore them from Deleted Contracts on the Dashboard.

Before deleting a contract
Delete contracts from the Contracts List
Delete one contract from the Contract Page
Restore a deleted contract

Before deleting a contract

Deletion changes the active contract list. Before selecting Delete:

Confirm that the contract is the correct record.
Check whether the contract has related documents, reminders, approvals, or eSign activity that your team still needs.
Confirm that you have the required delete permission (see ContractSafe roles and permissions).
If you're unsure, download or preserve the document before deleting it (see how to download your contract).

Delete contracts from the Contracts List

To delete one or more contracts from the Contracts List:

Open Contracts to display the Contracts List.
Select the checkbox beside each contract you want to delete.
Select Delete from the actions that appear above the list.
Review the confirmation message.
Select Delete to confirm the deletion.

Need to remove a lot of data at once? See how to bulk delete data.

Delete one contract from the Contract Page

You can also delete an individual contract while viewing it:

Open the contract.
Select the More or three-dot menu in the upper-right corner of the Contract Page.
Select Delete.
Review the confirmation message and select Permanently Delete.