Configuring the User Interface › How to Configure the User Interface › Legal Template Configuration › Define a Legal Template

Define a Legal Template

You can define a legal template to group attributes that belong to a particular type of legal document. Administrators or users with appropriate privileges can define legal templates.

To define a legal template

1. Click Directory, List Management.
2. On the left, expand Legal Document Lists and click Legal Template.

   The list of templates appears on the right.

3. Click New, enter a name for the template, and click Save.

   The new template appears in the list.

4. Click the Edit Record icon for the new template.
5. Click the View Assigned Ts & Cs hyperlink.
6. Click Select New and select the terms and conditions for the new template.
7. Click Save.

   Users can select the new template when they define legal documents.