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 edit the details of a legal document in the Legal Document library.
Note: Be aware that editing a legal document does not update the version of the legal document. Click here to learn how to update the version of the legal document.
Click Universal Consent and Preferences on the left-hand panel and select the Legal Document Library tab.
Navigate to a legal document on the subsequent page and click the Edit icon inline with the document name.
Use the appropriate fields to enter the following information:
Field | Description |
Document name | Name of the document type, |
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.
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