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.

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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.

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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.
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.

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