How to edit an unsigned contractor agreement

On Remote, it is possible to edit a contractor agreement that has been sent out as long as the contractor hasn't signed it yet. This applies to both the Contractor Management (CM) and Contractor Management Plus (CM+) pricing plans. If you wish to edit a signed contractor agreement, you will need to create and send the contractor a new contract. By creating a new contract, you will automatically overwrite and archive the existing contract of the same type.

For Contractor Management, the full agreement can be edited freely while it is unsigned.

For Contractor Management Plus, the agreement is made up of two parts: the Contractor Services Agreement (CSA) terms and conditions, and the Statement of Work (SoW). The CSA terms and conditions cannot be edited and must be used as provided, but the SoW details (such as services, deliverables, dates, termination period, and payment terms) can still be edited while the agreement is unsigned.

To edit an unsigned contractor agreement, there are two ways this can be done:  

• Edit the contract of a contractor who has completed onboarding
• Edit the agreement of a contractor who is still onboarding 

Edit the contract of a contractor who has completed onboarding

A contractor is considered to be onboarded after they have filled out their administrative information and completed the Know Your Customer (KYC) check. At this point, their profile will be moved from the Onboarding tab to the  Team tab. If you have sent them their contractor agreement but they haven't signed it yet, it can still be edited. To edit their contractor agreement: 

1. Go to the Team tab.
2. Click on the contractor's profile you'd like to view. 

3. From the contractor's profile, go to Job tab → Contracts Section. Click on Edit agreement.

   
   
    

4. You will be directed to the editor interface where you can make the necessary changes before clicking on Save.

Edit the agreement of a contractor who is still onboarding 

When a contractor has been invited to Remote, their profile will be in the Onboarding tab till they have completed onboarding. A contractor who received an invitation to join the Remote platform and has a pending contractor agreement will have the Edit agreement action available.

1. Go to the Onboarding tab.
2. From the contractor overview page, click on the 3 dots icon and choose Edit agreement .
   
   
    
3. You will be directed to the editor interface where you can make the necessary changes before clicking on Save and proceed.