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[New] Change file type or status of executed contracts

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 change the file type or status of executed contracts in LegalOn.


Requirements

  • Module: Contract Management

  • Eligible users: All users in a contracted tenant

  • Access rights:

    • Administrator

    • Editor


Change from the File Detail Page

  1. Open the [Executed contracts] list.

  2. Click the file to open the detail page.

  3. In the top-right, click […] → [Change file type/status].

  4. Select the new file type/status, then click [Change].

The system switches to the duplicated file’s detail page, showing the updated type/status and a confirmation message.

Change from the List View

  1. Open the [Executed contracts] list.

  2. Select the checkbox next to the file you want to change, then click [Change file type/status].

  3. Select the new type/status, then click [Change].

A confirmation message appears, and a duplicated file with the updated type/status is created.

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