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[New] How to upload a executed contract

Updated over 2 months 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 upload executed contracts in LegalOn.


Requirements

  • Module: Contract Management

  • Eligible Users: All users in a contracted tenant

  • Access Rights:

    • Administrator

    • Editor

    • Contributor (must have access rights to the destination folder)

  • File Type: PDF only (see [About Uploadable Files])


Upload an Executed Contract

From the Version List or Contracts List

  • Assign the “Executed” status during or after upload.

  • To assign the status after upload, see [Edit Version Information].


From the Executed Contracts List

  1. Open the [Executed contracts] list.

  2. Upload a file or folder using one of the following methods:

    • Drag & Drop: If a destination folder is already open, upload starts immediately.

    • [Upload Executed Contract]: Select a destination folder where you have at least Contributor rights.

The file will appear in the list once the upload is complete. If not, refresh the page.

⚠️ Notes

  • Files with the “Executed” status appear in the Executed contracts list.

  • To change the file type or status of an executed contract, duplicate the file and apply the changes to the copy.

    • The original executed contract will be deleted and stored in the executed contracts deletion log.

  • For details, see [Change File Type/Status of an Executed Contract].


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