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How to Add, Edit, and Delete Notes on Contracts


What are notes?

Notes are memos that can be added to a contract in LegalOn. All users who can view the contract can add, edit, or delete notes.

When a contract has multiple versions, the note applies across all versions. This makes it easy to share context, key points, and reminders about negotiations, contract execution history, or important business considerations with everyone involved.


Access rights

License / Option:

  • Common features

Access rights:

  • Admin

  • Editor

  • Contributor

  • Viewer


Add a note

  1. Open [Vault Repository], and click a contract.

  2. In the file detail page, click the [Notes] tab.

  3. Click [+ Add].

  4. Enter the note content, then click [Save].

    The note will be saved and shared with all users who can view the contract.


Edit or delete a note

Edit a note

  1. Click the […] → [Edit] next to the provision you want to update.

  2. Update the content and click [Save].

Delete a note

  1. Click […] → [Delete] next to the note you want to remove.

  2. Confirm the message and click [Delete].

    Note: Once deleted, a note cannot be restored.

Add a risk flag to a note

You can mark a note with a Risk flag for better tracking. For details, see Add a Risk Flag to Notes in a Contract.

View the full text of a note

If the note is long and doesn’t display in full, click [Show details] to see the entire note.

💡 Info

  • Notes apply to all versions of the contract.

  • The last editor’s name and the last update date are recorded.

  • You can add up to 10 notes, with a maximum of 2,000 characters each.

  • When searching from the Contracts or Cross-Search, you can find contracts by keywords stored in Notes.


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