How do I delete (or restore) a contract?

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 can be restored by users with the required restore permission.

Table of contents

• 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.
• If you are unsure, download or preserve the document before deleting it.

Delete contracts from the Contracts List

To delete one or more contracts from the Contracts List:

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

Delete one contract from the Contract Page

You can also delete an individual contract while viewing it:

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

Restore a deleted contract

To restore a deleted contract:

1. Open Deleted Contracts from the Dashboard.
2. Find the contract you want to recover.
3. Select the restore icon beside the contract.
4. Confirm the restoration.

Please reach out to support@contractsafe.com for further inquiries.