Sometimes you may want to hide or limit access to specific contracts - you can do this using the 'Restrict Contract' feature.
In this article:
Who can see restricted contracts?
A restricted contract is only visible to people who have been explicitly added to the contract as 'Members'.
If you haven't been explicitly added to a restricted contract, then, unlike most contracts, you will not be able to add yourself to it. In fact, for those who are not named members, the contract will effectively not exist.
How do I make a contract restricted?
To restrict a contract, access the specific contract you wish to restrict and navigate to the Security tab.
Click the Restrict Contract button.
The contract will be restricted, and only the people who have been explicitly added to the contract as 'Members' will have access to it.
Note that some contracts may have been designated as Restricted by your org administrator from the contract type settings. These contracts will therefore have the Restricted field value ticked by default during the contract creation process, but this can still be unticked if necessary.
The Restricted field can be added to the 'Create form' of a contract type (and make it required or not), which gives the contract creator the ability to decide if he wants the contract to be restricted.
However, it is worth considering that doing this can mean a standard user creating a contract might tick this field, resulting in the organization or the legal team not knowing that the contract exists due to not having proper visibility.
Note: Legal Service Provider users who have access to create contracts within a matter can be named contract owners but will not have the ability to restrict a contract.
How can I find restricted contracts?
If you have the role of LawVu Administrator for your organization, then the restricted contracts will be listed in the Restricted Entities report under Settings, but all of the details of the contract will be hidden. Only the LawVu ID, contract type, contract owner, and stage will be visible.
Since you have visibility of the contract owner, you can contact them directly and request to be added as a member if needed.
Can the restricted status be inherited?
A contract created within a restricted matter will automatically inherit the same members and status, thereby becoming a restricted contract - visible only to named members. However, existing contracts that were later linked to a restricted matter will not automatically inherit the restricted settings.
A statement of work created within a restricted contract will automatically inherit the same members and status, thereby becoming a restricted contract - visible only to named members.
An amendment created within a restricted contract will automatically inherit the same members and status, thereby becoming a restricted contract - visible only to named members.