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CLM enables you to relate contracts to easily locate and access associated contracts. This enables you to switch between different contracts from within the negotiation space. When you create a relation, CLM displays the list of related contracts on the Dashboard and in the Details panel.
When you open a contract with a relation, CLM displays the relation at the footer of the contract, near the contract status, and your login.
The contract key of the parent contract and the related contract is displayed on the negotiation space.
To relate or unrelate contracts, click Related from the ellipsis menu (...) on the top right:
- Select Related: Enables you to create a relation between the current contract and another existing contract. Click Select next to the contract you want to relate.
- New Related: Enables you to create a relation between the current contract and new contracts of the chosen contract type. Select the required contract type.
- Unrelate: Enables you to remove the contract relation.
All activities are recorded in History.
Note: You cannot create contract relations if you do not have the required permissions.