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[New] How to change the workspace for uploaded 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 move uploaded contract or template files to a different Workspace in LegalOn.


Change workspace in bulk from the List view

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

  2. Select one or more files using the checkboxes.

  3. Click [Move to workspace].

  4. Choose a destination storage location from the dropdown.

  5. Click [Move] to confirm.

💡 Info

This option is available only to users with Administrator or Editor permissions.

Change from the File detail page (single file)

  1. Open the [Contracts] or [My templates] list.

  2. Click on the file you want to move.

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

  4. Go to the [Administrative information] tab and click [Edit] next to Workspace.

  5. Select the new storage location from the dropdown list.

  6. Click [Save] to apply the change.

💡 Info

This method is available to:

  • Administrators

  • Editors

  • Contributors (for their own uploaded files only)


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