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 link related contracts and documents to a contract in LegalOn.
What are related files?
“Related files” include:
Related Contracts (e.g., memorandums, individual agreements)
Related Documents (e.g., proposals, quotations)
Linking related files allows you to easily view contract details and supporting information.
Use the [Contracts] tab to link related contracts.
Use the [Non-contracts] tab to link related documents.
Note: If a contract has multiple versions, related files are linked to each version individually.
Requirements
User Type: Available to all user types (including unassigned users)
Access Rights: You must have at least one of the following for both source and target files:
Administrator
Editor
Contributor (limited to Non-Contracts tab and files they created)
Supported file formats for [Non-contracts] tab:
PDF (.pdf)
Word (.docx, .doc)
Excel (.xlsx, .xls)
PowerPoint (.pptx, .ppt)
CSV (.csv)
Image (.jpeg, .jpg, .png, .gif)
Email (.eml, .msg)
Linking a Related Contract
Open the file details page from [Contracts] or [Executed contracts].
Select the [Related files] tab on the right.
Go to the [Contracts] tab, search by keyword or check suggested contracts.
Click [+ Add as related contract] for the contract you want to link.
A confirmation message appears, and the file is linked under Contracts.
Linking a Related Document
Upload and Link a New File
From the file details page, open [Related files] → [Non-contracts] → [+ Upload].
Upload the file and choose a storage location.
Click [Upload], then confirm by clicking [Execute].
The file will appear under Non-contracts as a related file.
Uploaded files are automatically categorized as “Other Files.”
Search and Link an Existing File
From the file details page, open [Related files] → [Non-contracts] → [Search].
Search by file name, content, creator, or creation date.
Click [+ Add as related file] for the file you want to link.
A confirmation message appears, and the file is linked under Non-contracts.
Unlink a Related File
From the related file list, click [...] → [Remove from related files].
Confirm by clicking [Remove].
A confirmation message appears, and the file is unlinked.
⚠️ Notes
Up to 300 related files can be linked per tab ([Contracts] / [Non-Contracts]).
When a contract is duplicated, related file links are not carried over.
If contract versions are merged, related files from both the source and target versions are retained.
Certificates of Completion imported via electronic contract service integration are automatically linked as related files under [other than contract].