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How to correct existing My Company and Counterparty names for multiple records

Steps to update the party name for multiple contracts if there is a typo in the initial entry

We've all made mistakes while entering data quickly. Either transposed letters or just forgetting to use uppercase letters for a party name will create a dropdown option in the My Company or Counterparty smart fields that others can use.  Before you know it, multiple records have a party name that you want to correct.

If you need to make a correction to an existing My Company or Counterparty name that exists in multiple records, here is a quick way to do that. 

In the My Company or Counterparty field, click the "contact" icon as shown below:


From here, simply modify the name that appears at the top, and it will automatically save (and update all records with that specific party): 

Please reach out to support@contractsafe.com for any questions.