Unlock a Contract Item via Admin

Owned by Rachel Laudner
Sept 02, 2023
1 min read

Sometimes items need to be unlocked because they were locked via a Contract Change or Addendum and added to a payment, etc.

Steps to unlock the item via admin:

  1. Navigate to Admin

  2. In the 9 dot menu, click on ‘Records’

  3. Zone = OneOffice, Table = Contract Item

  4. Search for the item by item number or scroll through the list (tab through the pages) to find the item

  5. Click ‘Edit’ next to the item you want to unlock

  6. Scroll down to find “Locked By” Contract Change and Addendum fields

  7. Remove the Contract Change and/or Addendum that locked the item so the fields are blank

  8. Click ‘Save’

  9. Navigate back to the Contract and you can now use the item.