Legal Documents

A legal document describes a legal relationship or agreement between two or more parties. For example, contracts, notification letters, master agreements, lease agreements, volume purchase agreements, additions to agreements, letters of intent to purchase, and so forth, are all considered legal documents.

Legal document records are based on legal templates, which your CA APM administrator defines. When you define a legal document, you start by selecting the appropriate template. Templates provide fields that apply to specific types of legal documents. Regardless of the legal template you use, you can use legal documents to track the following information:

Record information about parties to the legal document, both primary and other parties.
Create relationships to associate related records (for example, to associate an amendment to its original agreement).
Store attachments with your legal document record (for example, a scanned image of a document).
Record associated cost information.

You can retrieve information from the repository about any object by searching. You can then select, view, and manage individual object records from the search results.