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An Amendment is used to capture client changes on a job. These can be minor or major changes, or an addition designed to improve the Job Bag. 

You can add an amendment in 2 ways:  

  • from the brief - this will link the two documents
  • from the Add New screen - this will link it to the entire Job Bag.

It is best practice to create an Amendment from the Brief as this will link the amendment and the brief together.

Find out how to:

Step-by-step guide


  1. Open the Job to which you want to add an Amendment.

     Adding an Amendment from a brief


    Here's a visual demonstration for adding an Amendment from a brief


    1. Open the Brief that you want to amend. Click the Shortcut Menu drop down and select Amendment.



      Notice that the Related Brief field shows a document number. This indicates the brief from which the Amendment was created.


      To complete this process follow on from step 2 below.

     Adding an amendment from the Add New screen

    Here's a visual demonstration for adding an Amendment from the Add New screen



    1. Click the Add New button on the Ribbon.

    2. The Add New dialog appears. Select the Amend icon in the Document Types section and click the Create button.

      If you have an Amendment template created, you can select it from the Templates section to apply it to the Amendment form.



      Once the Amendment is added you will notice that the Related Brief field displays {None}, this shows that the Amendment is not linked to any Brief.
      To complete this process follow on from step 2 below.


    Notice that the Amendment contains selected information from the related Job Bag. This includes the Client, Product, Element, and others.

  2. Enter a short description of the amendment in the Reference field.




  3. Make all the necessary changes to the amendment, and change the document status in the Status field to Final

    Take note that when milestone dates or spec fields are updated on the amendment, it will automatically update the Job Bag.
  4. Click the Save button on the Toolbar when you have completed your amendment.