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[New] How to bulk edit contract attributes for executed contracts

Updated over 2 weeks 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 bulk edit information of executed contracts under the [Basic information] and [Attributes] tabs.

Getting started

The following fields in [Basic information] and [Attributes] for executed contracts can be edited in bulk using an Excel file (.xlsx format).

Refer to the list below for fields that can be edited in bulk.

Contract information

Tab

Field

Bulk edit

[Basic information]

Contract period

Status

Auto-renewal

Yes

Auto-renewal status

Signing date

Effective date

Initial term

Initial term end date

Renewal term

Non-renewal notice period

Auto-renewal

No

Signing date

Effective date

Contract term

Expiration date

Transaction amount

Contract overview

Counterparty

Internal party

Contract title

Contract type & position

Language

[Attributes]

Location

Basic information

Assignee

Internal ID

Voucher number

Custom Fields

⚠️Note:

The save location cannot be changed via Excel file (.xlsx format) bulk editing.

To change save locations in bulk, see “How to move an executed contract to another workspace."

Requirements

  • Eligible Users: All users within a contracted tenant

  • Access Rights:

    • Admin

    • Editor

Bulk edit contract attributes

1. Go to the [Executed contracts] list

2. On the right side of the screen, select [...][Bulk edit contract attributes]

3. Click [Export]

4. After the export is complete, open the automated email you receive and click the link inside.

件名:[LegalOn] Export process for executed contract list has been completed.

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5. Edit the following fields in the downloaded Excel file (.xlsx format).

For details on each field, please refer to “Edit basic information of executed contracts” and “Edit attributes of executed contracts.”

Column

Field

Description

Example

Input

A

Location

The save location is set automatically. Input and editing are not available.

-

-

B

Internal ID

Enter an optional number to assign to each contract.

Contract-0001

Optional

C

Assignee(*1)

Enter the email address of the assignee.

Optional

D

Contract title

Enter the contract title.

Confidentiality Agreement

Required

E

Internal party

Enter the Internal party name.

LegalOn Technologies;;LegalOn Partners

Optional

F

Counterparty

Enter the counterparty name.

AAA Trading Co., Ltd.;; BBB Trading Co., Ltd.

Optional

G

Transaction amount(*2)

Enter the transaction amount.

$30,000.00

Optional

H

Signing date(*3)

Enter the execution date.

09/15/2025

Optional

I

Auto-renewal

Specify whether the contract automatically renews upon expiration (Yes/No).

Yes

Optional

(If left blank, “No” will be selected)

J

Effective date(*3)

Enter the effective date of the contract.

09/15/2025

Optional

K

Expiration date(*3)

For contracts with no automatic renewal, enter the expiration date.

09/14/2026

Optional

L

Contract term

For contracts with no automatic renewal, enter the contract term.

1 year

Optional

M

Initial term end date(*3)

For contracts with automatic renewal, enter the expiration date of the initial term.

If you entered an effective date in column J, enter a date on or after the effective date.

09/14/2025

Optional

N

Initial term(*4)

For contracts with automatic renewal, enter the initial contract term.

6 months

Optional

O

Renewal term(*4)

For contracts with automatic renewal, enter the renewed contract term.

1 year

Optional

P

Non-renewal notice period(*4)

For contracts with automatic renewal, enter the notice period deadline for non-renewal.

3 months

Optional

Q

URL

The URL for the contract detail screen is automatically entered.

This field cannot be edited.

-

-

R to I

Voucher number

Enter the voucher number.

1/100

200

Optional

J onward

Custom fields

Enter the value(s) for the internal party’s custom fields.

-

Optional

(*1) To check which users can be set as Assignees, refer to “Edit attributes of executed contracts”.

(*2) Always include a currency symbol (¥ / $ / €) before the number. You can enter values in the following formats:

  • Numbers only (Example: $100000)

  • [Number] + [comma] (Example: $100,000)

  • [Number] + [comma] + [decimal point] (Example: $100,000.00)

(*3) Multiple date formats can be used.

Examples:

  • 9/15/2025

  • 09/15/2025

  • September 15, 2025

  • 2025/09/15

(*4) Enter the value followed by the time unit, using the format “[Number] [Unit (day/week/month/year)].”Multiple date formats can be used

Examples:

  • 1 year

  • 1 month

  • 1 week

  • 10 days

💡Info:

  • Maximum length for Internal ID: 50 characters

  • Maximum length for Contract title: 150 characters

  • Maximum length for Internal party or Counterparty: 255 characters per company. To enter multiple names, separate them with a double semicolon (;;).

  • Maximum digit limit for Transaction amount: 14 digits. Maximum limit for decimals: 2 digits

  • You can register up to 10 voucher numbers.

  • Maximum length for each voucher number: 50 characters

  • Maximum length for each custom field: 300 characters

6. Upload the edited Excel file (.xlsx format) and click [Bulk edit].

The message [Start the import process. The result will be sent as an email.] will be displayed, and the changes will be reflected on the list screen.


Stop bulk edit

You can stop the bulk editing process during import by following the steps below:

1. Check the alert displayed at the top of the [Executed contracts] list screen, and click [Stop].

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2. Check the message and click [Stop].

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💡 Info:

  • Once stopped, the import cannot be resumed.


When the import is complete, you'll receive an email.

Click “Check the list of executed contracts” to open the list screen with your edits applied.

件名:[LegalOn] Bulk editing of attributes has completed.

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⚠️ Notes:

  • Character encoding supports UTF-8

  • You can export up to 100,000 contract records at once. The maximum number of attributes that can be set in one operation is 100,000.

💡 Info:

You can restore contract information within 14 days of receiving the “Export process for executed contract list has been completed” email. For details, refer to ”How to restore executed contract information.”

Related articles

  • Edit attributes of executed contracts

  • How to restore executed contract information

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