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 add a new legal document to the Legal Document library.
Click Universal Consent and Preferences on the left-hand panel and select the Legal Document Library tab.
Click + Add New Doc on the subsequent page
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. |
Go Live Date |
Date and time (in UTC) that the version of the legal document will be in effect. |
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.
The legal document will be added to the Legal Document Library and go into effect when the Go Live Date for the new version is reached.
Note: To update the legal document to a new version, upload a new version of the file. Click here to learn more.
Comments
0 comments