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Associate a Governing Legal Document with a Legal Document

A governing legal document is the document on which a legal document is based. CA APM lets you associate a governing legal document with the legal documents on which it is based. This association is useful when tracking the source of the legal terms and conditions of a legal document.

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

To associate a governing legal document with a legal document

  1. Click Legal Document.
  2. Search to find the list of available legal documents.
  3. Click the legal document to which you want to associate a governing legal document.
  4. On the left, expand Relationships and click Governing Legal Document.
  5. Click Select New and select a different legal document, other than the legal document previously selected.
  6. Click Save.

    The governing document is associated with the legal document.