How are contract amendments managed?

Formality automatically detects when a new document is linked to an existing contract, to keep your files complete and up to date without manual entry.

Operation

When a document is added to Formality, the platform analyzes its content and context to determine whether it:

1. Creates a new agreement → If the document is not linked to any existing contract, Formality creates a new agreement and automatically fills in the main metadata (parties, dates, type, etc.).

2. Modifies an existing agreement → If Formality detects that it is a amendment to a contract already present in the workspace, the platform:

   • Automatically links the document to the main agreement

   • Updates the fields impacted by the amendment (amount, duration, renewal, clauses…)

   • Keeps the complete version and value history to ensure traceability

Fields taken into account

Formality automatically identifies elements likely to change, such as:

• Durations or renewal terms

• Amounts or indexing formulas

• The scope of the service or the parties concerned

• Compliance, liability or termination clauses

All this information is then updated in the agreement record to ensure the reliability of alerts and indicators.

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Need help?

If an amendment was not automatically linked:

1. Check that the contract reference appears in both documents (contract name, name of the parties, project name, or any element likely to link the two documents)

2. If necessary, manually link the amendment from the agreement record: Attached documents → Attach from the document tray

Once linked, the system will automatically update the affected fields.