Configuring the User Interface › Page Configuration by Asset Families and Legal Templates › Configure the Legal Document Page by Legal Template

Configure the Legal Document Page by Legal Template

You can configure the Legal Document page for a specific legal template (for example, confidentiality agreement) or for all legal templates. Users in the role assigned to the configuration see the page as you have configured it.

Follow these steps:

1. Click the Legal Document page.
2. On the left, click CONFIGURE: ON.

   The configuration of the page is enabled.

3. In the Configuration Information area of the page, select a legal template or select Across all templates.

   Note: If you are creating a global configuration and a global configuration already exists across all templates, the Across all templates field does not appear.

4. Specify the information for the new global or local configuration, or select an existing configuration that you want to change.

   Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

5. Complete any of the following steps:
   • Change a field label.
   • Move a field to a new location.
   • Make a field read-only, required, or optional.
   • Hide a field.
   • Make a previously-hidden field appear.
   • Add a field.
6. Click Save Configuration.

   When you assign a configuration to a role, users in the role see the page as you have configured it.