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[New] Add a risk flag to special provisions in a contract

Updated over 2 months ago

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

This article explains how to add and manage risk flags in contract notes.


What Is a Risk Flag?

A risk flag can be applied to notes containing important points that require attention.
By using risk flags, you can quickly identify and monitor contracts with potential risks.


Requirements

  • Module: Contract Management

  • Eligible Users: All users within a contracted tenant

  • Access Rights:

    • Administrator

    • Editor

    • Viewer or higher is required to view risk flags.


Add a Risk Flag

  1. Open the file details page and click the [Special provisions] tab on the right.

  2. Click [+ Add], then enter the note, check [Add a Risk Flag], and click [Save].

The flag will be applied.

For details on adding special provisions, see [Add Special provisions to a Contract].

๐Ÿ’ก Info

You can also edit an existing note and add a flag by selecting [...] โ†’ [Edit].

Remove a Risk Flag

  1. Go to the note where the risk flag is applied and click [...] โ†’ [Edit].

  2. Uncheck [Add a Risk Flag] and click [Save].

The flag will be removed.

Search for contracts with Risk Flags

You can search for executed contracts with risk flags to review them during the contract performance stage.


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