How do I edit obligations?

Enabling users to edit obligations is essential to ensure the accuracy of all entered data. Users may occasionally make mistakes or need to revise their input after a review, making the edit obligation feature invaluable in such situations.

This article is relevant for Obligation Creators, Obligation Owners, and Notified Parties.

There are 2 ways to edit an obligation:

Select a workspace.

Select a document.

Go to Files tab and select a document.

Select a document version.

Go to Obligations tab and click Edit.

Select an obligation and click the View Obligation icon.

You will be directed to the Obligation Full-page. Click Edit.

The obligation form will appear in the drawer. Edit the fields as needed.

To proceed, click Update.

Additionally, you can edit obligation/s in Vault.

Select a document.

Go to Obligations tab and click Edit.

Click the Edit icon.

The obligation form will appear in the drawer. Edit the fields as needed.

To proceed, click Update.