Contract Management › Legal Documents › Assign and Track the Status of a Legal Document

Assign and Track the Status of a Legal Document

CA APM lets you assign and track the status of a legal document. For example, if the document has been signed, assign the status as executed. You can track the changes in the status of a legal document over time. The status identifies the stage of completion or implementation of the legal document.

To assign and track the status of a legal document

1. Click Legal Document.
2. Search to find the list of available legal documents.
3. Click the legal document for which you want to track the status.

   The legal document details appear. The status details are available in the Status section.

4. Click New in the Status section.
5. Specify the new status for the legal document.
6. Select the Current check box to indicate that the selected status is the current status of the legal document.
7. Click Save.

   The status is updated and the previous status is added to a chronological status list for the legal document. As a best practice, change the current status each time the status of a legal document changes. Only one status can be entered as the current status of a legal document. All dates are automatically updated.