Review Active Contracts
Find signed, pending, renewal, and stuck monitoring agreements.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Review Active Contracts is for and choose the correct next action.
Safety and data checks
- • Do not rebuild, resend, amend, cancel, or countersign until the exact contract version and signer state are verified.
Complete the task
- 1Navigate
Open Review Active Contracts
Use the Hub navigation to open Review Active Contracts. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultReview Active Contracts is open and its page heading is visible.
- 2Review
Understand what belongs here
Active Contracts shows agreement status and timing across customers so missing signatures and renewals can be worked. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Filter by status and date, then confirm customer, system, term, renewal, signature, and cancellation state. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the contract to preview the frozen or current document and choose the supported next action. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not rebuild, resend, amend, cancel, or countersign until the exact contract version and signer state are verified. This orientation ends before any irreversible or customer-facing submission.
Do not rebuild, resend, amend, cancel, or countersign until the exact contract version and signer state are verified.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.