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 manage contracts marked as “Auto-renewal: No” in LegalOn.
Requirements
Module: Contract Management
Eligible users: All users in a contracted tenant
Access rights (to edit contract information):
Administrator
Editor
Contributor
Viewer
Only administrators and editors can manage contract end deadlines.
Check Contract Status
Contract status can be viewed under [Contract information] → [Basic information] → [Contract period] → [Contract status].
Status updates automatically based on entered dates and periods.
Status | Description |
Active | Displayed when the [Expiration date] has not yet passed, or if the field is left blank. |
Inactive | Displayed when the [Expiration date] has passed. |
Manage Contract End Deadlines
1. Set Auto-Renewal to “No”
When uploading a contract, LegalOn automatically detects whether auto-renewal is enabled.
If detected incorrectly, manually set [Auto-renewal] = No from the [Basic information] tab.
2. Enter Contract Period Information
Enter the following three items and click the [Save] button:
Signing date
Effective date
Contract term (or Expiration date) (*)
(*) If either [Contract term] or [Expiration date] is entered, the other is automatically calculated and cannot be edited manually.
3. Identify Contracts Nearing Expiration
Option 1: Receive a notification email on the 1st of each month when contracts are approaching their end date. See [How to set up contract deadline notifications].
Option 2: Sort the [Executed contracts] list by [Expiration date] to display contracts in order of upcoming expirations. See [Find contracts nearing their end dates].
Extending or Terminating Contracts Early
If you agree with the counterparty to extend or shorten the contract end date (via email, addendum, etc.), update the [Expiration date] field with the agreed date.
To record the reason or background:
Add details in the [Special provisions] field.
For instructions, see [Add Special provisions to a Contract].