Contract Management › Legal Documents › Manage Legal Documents

Manage Legal Documents

You can define, update, or delete a legal document. For example, you can define a legal document for a contract or negotiation letter, or you can change the termination date for an equipment lease. You can delete a contract or lease agreement that has expired. You cannot delete a legal document that is associated with an asset.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

1. Click Legal Document.
2. Perform one of the following actions.
3. Define a legal document.
   1. Click New Legal Document.
   2. Enter the legal document information.
   3. Click Save.

   Note: You can also define a legal document by copying an existing legal document, supplying a new name, changing the information, and saving the new legal document.

4. Update a legal document.
   1. Search to find the list of available legal documents.
   2. Click the legal document that you want to update.
   3. Enter the new information for the legal document.
   4. Click Save.

   Note: You can also view the details for an object that is related to your legal document, if the related object has a Browse icon. When you click the Browse icon, you leave the legal document page and you navigate to the related object page. To keep the legal document page in view and preserve the legal document information, right-click the Browse icon and select Open Link in New Window. Close the new window when you are finished viewing the related object details.

5. Delete a legal document.
   1. Search to find the list of available legal documents.
   2. Click the legal document that you want to delete.
   3. Click Delete and confirm that you want to delete the legal document.

More information:

Add and Remove Legal Document Terms and Conditions