Partners who have already signed a contract can be easily switched over to a new set of terms. Once accepted, their new terms will go into effect on a date you specify (as long as it is past the notification period).
There are 4 ways in which you can change or create a template term for a partner's contract. Select the option that best suits your needs.
From the left navigation menu, select
![[Engage]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d0da6a759d66830ceb05e654496a4338.svg)
[Engage] → Partners → Partners.Alternatively for a creator programs, select
[Engage] → Partners → Creators.
Hover over the the partner whose contract you want to switch out, then select
![[More]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-e177a55169a53da65352a87e441df82e.svg)
[More] → Contract → Switch to existing contract.Alternatively, select
![[Checked box]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-aee23966cd91ec2a9f9985361c43ab1a.svg)
[Checkbox] next to the partner whose contract you want to switch out, then select Contract → Switch to existing contract.
On the Switch Contract screen, select the Template Term you want this partner on.
To see how long the notice period is for each partner, select View Partners.
Select the Contract Dates and length.
If you choose a Temporary contract length, you will need to set an end date and decide if you want a fallback contract. See the Fallback Contract reference for more information.
Choose 1 of 2 Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will require partner approval before taking effect automatically.
If you Propose and your partner declines the new terms, their current contract will remain active.
Optionally, add Comments if you have any.
Select Submit.
If you don't have a template term to act as a replacement, you can create the new template term during the transition period.
From the left navigation menu, select
[Engage] → Partners → Partners.Alternatively for a creator programs, select
[Engage] → Partners → Creators.
Hover over the the partner whose contract you want to replace, then select
[More] → Contract → Switch to new contract.Alternatively, select
[Checkbox] next to the partner whose contract you want to replace, then select Contract → Switch to new contract.
Fill in the necessary fields, using Create Template Terms for guidance.
Select Next.
Select the Contract Dates and length.
If you choose a Temporary contract length, you will need to set an end date and decide if you want a fallback contract. See the Fallback Contract reference for more information.
Choose Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will require partner approval before taking effect automatically.
If you select Propose and your partner declines the new terms, their current contract will remain active.
Optionally, add Comments if you have any.
Select Submit.
From the left navigation menu, select
[Engage] → Contracts → Template Terms.Find the template you want to switch, then under Actions, select Switch Terms for all Partners → Switch to existing contract.
Select a different template term from the drop-down menu.
To see how long the notice period is for each partner, select View Partners.
Select the contract dates and length of contract.
If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
Choose 1 of 2 Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will require partner approval before automatically taking effect.
If you select Propose and your partner declines the new terms, their current contract will remain active.
Optionally, add Comments if you have any.
Select Submit.
If you do not have a template term that you want to replace the one your partner is currently on, you can create the new template term during the transition period. Learn more about template terms.
From the left navigation bar, select
[Engage] → Contracts → Template Terms.For the template term you want to switch, under Actions, select Switch Terms for all Partners → Switch to new contract.
Fill out the requested information.
Select Next.
Select the contract dates and contract length.
If you choose Temporary for your contract length, you will need to set the end date and decide if you want a Fallback Contract. See the Fallback Contract reference for more information.
Select the Approval Options.
Replace will bypass partner approval and automatically take effect.
Propose will need partner approval and automatically take effect.
If you select Propose and your partner declines the new terms, their current contract will remain active.
Optionally, add Comments if you have any.
Select Submit.
The Fallback Contract is the contract that will govern your partnership after a temporary contract expires.
You can fallback to the current contract or another template term. If you choose another Template Term, you will need to have another template term already set up.
Not checking the box to enable Fallback Contracts will end the partnership when the end date entered comes.
You can only have one fallback set up per contract at a time. If you set up a second fallback while the first is active, or before the first fallback begins, you will overwrite the original fallback and this may leave your partner without a contract.