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[New] How to view File information for contracts and my templates

Updated over 2 weeks ago

This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.

This article explains how to view file information for uploaded contracts and in-house templates in LegalOn.


1. Viewing File information from the List view

  1. Go to the [Contracts] or [My templates] list page.

  2. File information such as name, version, upload date, status, and more is visible in the table.

πŸ’‘ You can scroll horizontally to view more columns:

  • Click or press [β†’β”‚] to scroll right.

  • Click or press [│←] to scroll left.

Tips:

  • You can customize columns in the list view (reorder, show/hide).


2. Viewing File information from the File detail page

  1. In the [Contracts] or [My templates] list, click on the file you want to review.

  2. On the right side of the screen, hover your mouse to reveal the menu and click the [File information] tab.

  3. Click through the tabs to see detailed information such as:

  • Contract title

  • Storage location

  • Custom attributes

  • Related matters

  • Upload history and more

πŸ”§ To edit any file information, see: [How to edit file information for uploaded contracts and my templates].


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