Skip to content
  • There are no suggestions because the search field is empty.

Archiving a Contract and Setting End Dates on Obligations

Set an end date on obligations when you archive a contract.

When archiving a contract, you can optionally set an end date and choose which obligations to update with that date.

How it works

To archive a contract with an end date: 1. Open the contract and select **Archive**. 2. When prompted, enter an end date. 3. Select the obligations you want to update with that date. 4. Confirm to complete the archiving.

Archive contract

Once archived, obligation tasks are handled as follows: - **Planned tasks** scheduled beyond the end date are automatically removed. - **In-progress or completed tasks** are kept, preserving your historical data. This keeps your obligation overview accurate without losing any past records.

What happens if you skip the end date?

YSetting an end date is optional. If you skip it, the contract is archived and all its obligations remain unchanged.d without changes to its obligations.


Related Articles