A legal template provides the group of attributes that belong to a particular type of legal document. You typically set up and maintain legal templates, while users create legal document records based on the legal templates. When you create a legal document record, you first select a legal template on which to base the document. The legal document record inherits the attributes from the legal template.
Each legal template has terms and conditions that typically apply to the legal document type. For example, a legal template for an invoice may include information about the terms of payment.
You can use the product to define legal templates and change the attributes of a legal template. If you want to change the terms and conditions assigned to a legal template, you can remove them or add new ones from the master list of terms and conditions.
A legal template cannot be deleted until all legal documents based on the template are deleted. In addition, you can search for legal documents by the legal template name, and you can use legal template names to select records to include in reports.
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