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
From the global menu, go to [Contracts] and click the [Executed contracts] tab.
Click the file to open the detail page.
In the top-right, click […] → [Change file type/status].
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
From the global menu, go to [Contracts] and click the [Executed contracts] tab.
Select the checkbox next to the file you want to change, then click [Change file type/status].
Select the new type/status, then click [Change].
A confirmation message appears, and a duplicated file with the updated type/status is created.
⚠️Notes:
The original file will be deleted and stored in [Deletion history of executed contracts].
For instructions on how to view deleted files, see “Download a list of executed contracts.”Data linked to the original executed contract—such as related matters, similar contracts, related files and special provisions—will not be carried over to the duplicated file.
Related Articles