Legal Doc Management
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 preference categories in your 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.
To start, click Preferences on the left-hand panel and select Legal Document Library from the menu.
Note: If updating the version of a legal document with a Draft status, the new version of your legal document will be associated with its configured Legal preference category once the updated version is Published. Click here to learn more.
Navigate to a legal document with a Draft status. Hover over the ellipsis inline with the legal document name and click Upload in the subsequent menu.
Drag and drop the new version of the legal document into the provided space of the subsequent modal.
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. |
| Webpage Link |
An optional link that will accompany the legal document and that end-users can access from the Preferences message. |
Click Save when finished.
The new version of the legal document will be added to the Legal Document Library. It will go into effect once it is Published.
Note: If updating the version of a legal document with a Live status, the new version of your legal document will be associated with its configured Legal preference category once the updated version is Published. Click here to learn more.
Navigate to a legal document with a Live status on the subsequent page and click the Upload icon inline with the document name.
Drag and drop the new version of the legal document into the provided space of the subsequent modal.
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. |
| Webpage Link |
An optional link that will accompany the legal document and that end-users can access from the Preferences message. |
Click Save when finished.
The new version of the legal document will be added to the Legal Document Library. It will go into effect and supersede the previous version once it is Published.
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