The Legal Document Library is a repository of the legal documents and its multiple versions used by your organizations. These documents can be associated with legal transaction categories in your Universal Consent and Preferences configuration and eventually displayed to end-users via a message to collect consent/agreement to the terms of the document. In this article, we will cover how to update the version of a legal document in the Legal Document Library.

  Note: New versions of your legal document with be associated with its configured Legal Transaction category once the new version's Go Live Date is reached. End-user's who consent/accept the Legal Transaction category after the Go Live Date is reached will be consenting/accepting the new version of the document.

Click Universal Consent and Preferences on the left-hand panel and select the Legal Document Library tab.

Screenshot 2025-01-07 at 9.54.03 AM.png

Navigate to a legal document on the subsequent page and click the Upload icon inline with the document name.

Screenshot_2025-01-07_at_11_45_46 AM.jpg

Drag and drop the new version of the legal document into the provided space of the subsequent modal. 

Screenshot 2025-01-07 at 1.20.54 PM.png

Once the new file version is uploaded, use the appropriate fields to enter the following information:

Field Description
Version name The name of this legal document's version. By default, the version name will default to the uploaded file name.
Go Live Date

Date and time (in UTC) that the version of the legal document will be in effect and supersede the previous version of the document. 

Webpage Link

An optional link that will accompany the legal document and that end-users can access from the Universal Consent and Preferences message.

Click Save when finished.

Screenshot 2025-01-07 at 1.49.24 PM.png

The new version of the legal document will be added to the Legal Document Library and go into effect and supersede the previous version of the document when the Go Live Date for the new version is reached.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.