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Define Legal Document Terms and Conditions

You can define the terms and conditions that apply to legal document lists to help make it easier for users to select the correct information from lists when managing legal documents.

To define legal document terms and conditions

  1. Click Directory, List Management.
  2. On the left, expand Legal Document Lists and select Terms and Conditions.
  3. Click New.
  4. Enter the information for the new list item.

    Note: Select the Date Specific Key check box to make the new item apply to date-specific terms and conditions lists only. Clear the Date Specific Key check box to make the new item apply to non-date-specific terms and conditions lists only. For more information about selecting terms and conditions for legal documents, see the User Guide.

  5. Click Save.

    When entering information for legal documents, users can select the new item from the list of available terms and conditions.