Managing Contractual Obligations | Zoho Contracts

Managing Obligations


Edit an Obligation 

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose obligation you want to edit. 
  3. Click More  in the contract details panel on the left, then choose Obligations. 
  4. Click More  next to the obligation title, then choose Edit. 
  5. Change the values in the Edit Obligation form, then click Update. 


Duplicate an Obligation

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose obligation you want to duplicate.  
  3. Click More  in the contract details panel on the left, then choose Obligations.
  4. Click More  next to the obligation title, then choose Create a Copy. The Create a Copy form will appear with the fields populated with values of the obligation that you chose to copy. 
  5. Change the values based on your requirements.
  6. Click Add. 


Delete an Obligation

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose obligation you want to delete. 
  3. Click More  in the contract details panel on the left, then choose Obligations.
  4. Click More  next to the obligation title, then choose Delete.


Pause a Recurring Obligation

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose recurring obligation you want to pause. 
  3. Click More  in the contract details panel on the left, then choose Obligations.
  4. Click More  next to the obligation title, then choose Pause Recurring.  


The recurrence will be paused until you choose Resume Recurring by performing the same steps. 


View Due History of a Recurring Obligation 

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract whose recurring obligation's Due History you want to view. 
  3. Click More  in the contract details panel on the left, then choose Obligations.
  4. Click More  next to the obligation title, then choose View Due History.  


The due history of the obligation will be displayed. You can filter the results by due status by choosing the status from the picklist at the top. You can also sort the results with the latest due on top, or vice versa, by clicking Sort . 




Send Reminder

You can send a reminder to the obligation owner for an obligation if it needs their attention. 


To send reminder: 


  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract in which you want to send a reminder to an obligation owner. 
  3. Click More  in the contract details panel on the left, then choose Obligations.
  4. Click More  next to the obligation title, then choose Send Reminder.  


The obligation owner will receive a reminder notification.