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[New] Download a list 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 download the executed contract list as an Excel file.


Requirements

  • Module: Contract Management

  • Eligible users: All users in a contracted tenant

  • Access rights:

    • Administrator

    • Editor

    • Contributor

    • Viewer

Only files you have access rights to will appear in the download results.


Steps to Download

  1. Display the executed contracts you want to download by following the steps in [Search Executed Contracts].

  2. In the [Executed contracts] list, click [...] → [Export executed contracts].

  3. Click [Export].

    • An automatic email will be sent with a download link. This may take a few minutes.

  4. After export is complete, open the automatic email and click the link.

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

    • From: LegalOn <no-reply@legalontech.com>

LegalOn will open, and the Excel file download will start.

⚠️ Notes

  • Deleted contract history can be exported up to 100,000 records per export. If the count exceeds this, only the first 100,000 will be exported. Please narrow the scope using filters before exporting.

  • The download link in the email is valid for 7 days from the export completion time.


Downloaded Fields

Field

Description

Location

The folder where the file is stored.

Internal ID

Internal management number.

Assignee

Assignee of the contract.

Contract title

Title of the file.

Internal party name

Your company’s name.

Counterparty name

Counterparty’s name.

Transaction amount

Registered transaction value.

Signing date (*1)

Date of contract execution.

Auto-renewal

Indicates if auto-renewal is enabled.

Effective date (*1)

Contract effective date.

Expiration date (*1)

Contract end date.

Renewal term

Duration of renewed contract.

Non-renewal notice deadline

Deadline for rejecting renewal.

Contract status

Status of the contract.

Contract type, position

Contract type and company’s position.

Related contracts

Shows if related contracts are linked.

Special provisions

Any notes registered in contract information.

File name

File name of the contract.

File upload date (*2)

Date/time file was uploaded.

File uploader

User who uploaded the file.

Last updated (*2)

Date/time of the latest update.

Last updated by

User who made the last update.

URL

URL of the file detail page.

Voucher number

Voucher number for accounting.

Custom fields (*3)

Values from custom fields configured by the module administrator.

(*1) Dates are based on the system timezone (PST).
(*2) Dates/times reflect your [Personal settings] timezone. (e.g., if set to (UTC-08:00) America/Los_Angeles, column headers will display “Upload date (America/Los_Angeles)” etc.)
(*3) All configured custom contract fields will be exported. See [Customize Contract custom fields].


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