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 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 Preferences on the left-hand panel and select Legal Document Library.
Navigate to any legal document on the subsequent page with a Draft status and hover over the ellipsis inline with the legal document name. Click Edit in the subsequent menu.
Note: Only legal documents with a Draft status can be edited.
The editing experience is dependent on whether the legal document was added via upload or with Sourcepoint's text editor. Please review tabs for more information:
For legal documents added to the library via upload, 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.
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.
For legal documents added to the library via the text editor, use the appropriate fields to enter the following information:
| Field | Description |
| 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 edit 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.
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