In this article, we will answer the following questions about LegalOn Dashboard:

Your Dashboard is a central repository of key contracts, agreements, and other documents for your organization’s workspace. These include documents uploaded by you and your team.

Saving documents to your Dashboard enables you and your team to quickly access version lists as you review and negotiate and enables you to search for prior contracts and precedents to aid in your review. All contracts that you upload into LegalOn are automatically stored in your Dashboard.

The search bar at the top of your Dashboard helps you locate documents quickly. You may search by file name, contract title, or party name.

In the search bar dropdown, you may select from a list of counterparty names, and filter by status or who uploaded the document. That way, it is easy to find the document(s) and precedent language you need to help you review and negotiate.

If you would like to search for clauses within a document, click on "Search for clauses" in the navigation bar. Read more in "How to Search for clauses"

Click "+ Upload" icon at top of page to upload a file or a folder with multiple files onto the Dashboard.

You can also upload a document by clicking "Review" in the navigation bar, which will take you to the Preview page directly. Read more in "How to Review documents"

Download a document by clicking "..." on the far right of the corresponding row.

You may also download a document from the Preview page. Read more in "How to Preview documents" and "How to Download documents"

You can edit file name, contract title or party name all by clicking "..." on the far right of each document. Editing such metadata enables you to accurately filter and search for documents and clauses.

Read more in "How to edit metadata about your contracts"

LegalOn's "edit status" feature allows you to track and update your document status. Accurate agreement status also helps you to filter and search for contracts and clauses by status. Depending on the stage of your contract negotiation, you may change document status to one of the following:

You have two ways to update document status:

Option 1

Update for a single document by clicking "..." on the far right of a row

Option 2

Edit status in bulk (for one or multiple documents) by clicking on the "edit status" icon that appears on the same row as "Reload" after you select the document(s)

Once you've changed the document status, a tag with the updated status will appear right under the document name.

Similar to e. Update document status above, you also have two ways to delete document(s) from your workspace.

From the Dashboard, you may combine different versions of the same contract into one version list. You can see the version list displayed on the left-hand side of your Preview page.

You also have the ability to compare the combined document with previous versions. Read more in "How to Compare contracts"

Currently, file types supported by the Dashboard include:

Image files (e.g., .jpeg or .png) are not supported at this time.

Read more in "File Type Compatibility"

Our system allows up to 100 documents to be uploaded at once using the bulk upload feature on your dashboard.

When uploading a single document on your dashboard, refresh your screen to see the document. It will show as "processing" until you hit refresh.