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How to track and update contract status

Updated over a year ago

Purpose

The goal of this article is to help you understand how to track and update contract status in LegalOn.


There are two places where you can easily track and update contract status.

1. From the Preview page

Once you are in the Preview page of a contract, you can easily update the status of your contract next to the "Status" dropdown.

You may select from the following list of statuses:

  • Own draft

  • Counterparty draft

  • Reviewed

  • Counterparty redline

  • Final version

  • Signed version

You can also edit the status of your contract from the version history (located on the left-hand side of the page).

2. From your Dashboard

You have two ways to update contract status from your Dashboard.

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.

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