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Associate a Legal Document with an Asset

You associate assets and legal documents to identify the assets that a legal document covers. For example, you associate a volume purchase agreement with 100 laptops. Initiate this association from either the legal document or asset. You can associate multiple assets to a single legal document and multiple legal documents to a single asset.

Note: You can view an audit history for this relationship.

Follow these steps:

1. Click Asset.
2. Search to find the list of available assets.
3. Click the asset that you want to associate with a legal document.
4. Expand Relationships (on the left) and click Legal Documents.
5. Click Select New in the Legal Document section, search for and select a legal document.
6. Click Save.