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 add a new legal document to the Legal Document library.
Click Preferences on the left-hand panel and select Legal Document Library from the menu.
Click + New Doc.
From the subsequent menu, select whether you wish to upload a file of your legal document or use Sourcepoint's text editor to create the legal doc directly within the Sourcepoint portal.
Click Start Setup.
Note: Be aware that if your organization plans to surface the actual content of your legal document in your Preferences message then you must utilize the text editor.
Add legal document via upload
Drag and drop the legal document file into the provided space of the subsequent modal.
Once the legal document is uploaded, use the appropriate fields to enter the following information:
| Field | Description |
| Document name | Name of the document type you are creating |
| 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 legal document will be added to the Legal Document Library as a Draft.
In order to connect the legal document to legal preference categories in your Preferences configuration, you will first need to Publish the legal document so that it is "Live". Click here to learn more about the difference between Draft and Live legal documents.
Note: To update the legal document to a new version, upload a new version of the file. Click here to learn more.
Add legal doc via text editor
From Sourcepoint's legal document text editor, use the appropriate fields to enter the following information:
| Field | Description |
| Document name | Name of the document type you are creating. |
| Version name | The name of this legal document's version. |
| Webpage Link |
An optional link that will accompany the legal document and that end-users can access from the Preferences message. |
Use the provided editing space and formatting toolbar to add the content of your legal document. When finished, click Publish to publish the document or Save as Draft to save a draft of the document.
Note: Be aware that once a legal document is published, your organization can no longer edit the content of the legal document through the text editor. Any subsequent edits to the content of the legal document will require a new version.
In order to connect the legal document to legal preference categories in your Preferences configuration, you will first need to Publish the legal document so that it is "Live". Click here to learn more about the difference between Draft and Live legal documents.
Comments
0 comments