This article explains how to bulk edit information of signed contracts under the [Basic information] and [Attributes] tabs.
Getting started
The following fields in [Basic information] and [Attributes] for signed 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 | Applies When? | Bulk Edit |
Basic Information | Contract Period | — | ❌ |
| Contract status | — | ❌ |
| Transaction amount | — | ✅ |
| Contract overview → Counterparty | — | ✅ |
| Contract overview → Internal party |
| ✅ |
| Contract overview → Contract title | — | ✅ |
| Contract overview → Contract type & position | — | ❌ |
| Language | — | ❌ |
| Auto-renewal (Yes/No) | — | ✅ |
| Auto-renewal status (Enabled/Disabled/Terminated) | Auto-renewal = Yes | ✅ |
| Signing date | Auto-renewal = Yes or No | ✅ |
| Effective date | Auto-renewal = Yes or No | ✅ |
| Initial term | Auto-renewal = Yes | ✅ |
| Initial term end date | Auto-renewal = Yes | ✅ |
| Renewal term | Auto-renewal = Yes | ✅ |
| Non-renewal notice period | Auto-renewal = Yes | ✅ |
| Contract term | Auto-renewal = No | ✅ |
| Expiration date | Auto-renewal = No, or Yes with status Disabled/Terminated | ✅ (*1) |
| Expiration date unknown (mark as inactive) | Auto-renewal = No | ✅ |
Attributes | Location | — | ❌ |
| Basic information → Assignee (*2) | — | ✅ |
| Basic information → Internal ID | — | ✅ |
| Custom Fields | — | ✅ |
(*1) This applies only to contracts where the renewal status is set to "Disabled" or "Terminated".
(*2) You can set up to 50 users and user groups in total per contract (including members in each user group).
⚠️Note:
Workspace locations cannot be changed using Excel bulk editing.
To change locations in bulk, see How to Move a Signed Contract to Another Workspace.
Requirements
Eligible Users: All users within a contracted tenant
Access Rights:
Admin
Editor
Bulk edit contract attributes
1. Go to [Vault Repository] and click the [Signed] tab.
2. On the right side of the screen, select [...] → [Bulk edit executed contracts]
3. Click [Export]
4. After the export is complete, open the automated email you receive and click the link inside.
Subject: [LegalOn] Ready for download: Executed Contract List From: no-reply@legalontech.com |
5. Edit the following fields in the downloaded Excel file (.xlsx format).
For details on each field, please refer to “Edit Basic Information of Signed Contracts” and “Edit Attributes of a Signed Contract.”
Column | Field | Description | Example | Input |
A | Location | The save location is set automatically. Cannot be edited. | - | - |
B | File name | A file name has already been entered and cannot be edited. | - | - |
C | ID | Enter an optional number to assign to each contract. | Contract-0001 | Optional |
D | Assignee(*1) | Enter the email address of the assignee. To set a user group as an assignee, enter the user group name. | Optional | |
E | Contract title | Enter the contract title. | Confidentiality Agreement | Required |
F | Internal party | Enter the Internal party name. | LegalOn Technologies;;LegalOn Partners | Optional |
G | Counterparty | Enter the counterparty name. | AAA Trading Co., Ltd.;; BBB Trading Co., Ltd. | Optional |
H | Transaction amount(*2) | Enter the transaction amount. | $30,000.00 | Optional |
I | Signing date(*3) | Enter the signing date. | 09/15/2025 | Optional |
J | Auto-renewal | Specify whether the contract automatically renews upon expiration (Yes/No). | Yes | Optional (If left blank, “No” will be selected) |
K | Auto-renewal status | For contracts with "Auto-renewal" set to "Yes", select the status for the next renewal (Enabled / Disabled / Terminated) | Disabled | Optional (If left blank, "Enabled" will be selected) |
L | Effective date(*3) | Enter the effective date of the contract. | 09/15/2025 | Optional |
M | Expiration date(*3) | Enter the expiration date if the following cases apply:
| 09/14/2026 | Optional |
N | Expiration date unknown (mark as expired) | For contracts with Auto-renewal set to "No", if the contract has ended but the end date is unknown, enter "Expired". | Expired | Optional |
O | Contract term | For contracts with no automatic renewal, enter the contract term. | 1 year | Optional |
P | Initial term end date(*3) | For contracts with automatic renewal, enter the expiration date of the initial term. | 09/14/2025 | Optional |
Q | Initial term(*4) | For contracts with automatic renewal, enter the initial contract term. | 6 months | Optional |
R | Renewal term(*4) | For contracts with automatic renewal, enter the renewed contract term. | 1 year | Optional |
S | Non-renewal notice period(*4) | For contracts with automatic renewal, enter the notice period deadline for non-renewal. | 3 months | Optional |
T | URL (*5) | The URL for the contract detail screen is automatically entered. This field cannot be edited. | - | - |
U 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 a Signed contract.
(*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
(*5) Deleting the URL column will cause upload errors.
💡Info:
Change the workspaces from the Contract details screen or list view.
Maximum length for 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.
Maximum length for each custom field: 300 characters.
To leave a field unchanged, keep the column intact. Deleting cell text instead of columns may cause errors.
6. Upload the edited Excel file (.XLSX format) and click [Bulk edit].
Once the bulk edit is complete, you'll receive an email.
Click “Check the list of executed contracts” to open the list screen with your edits applied.
Subject: [LegalOn] Bulk editing of attributes has completed. From: no-reply@legalontech.com |
⚠️ 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 Attributes.”
Stop bulk edit
You can stop the bulk editing process during import by following the steps below:
1. Check the alert banner displayed at the [Signed] tab, and click [Stop].
2. Check the confirmation message and click [Stop].
💡 Info:
Once stopped, the import cannot be resumed.
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