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Define Legal Document Terms and Conditions

You can define the terms and conditions that apply to legal document lists. Users can then apply the correct terms and conditions when they define legal templates or legal documents.

Follow these steps:

  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 this check box to make the new item apply to non-date-specific terms and conditions lists only.

  5. Click Save.