Legal Template Configuration

This article contains the following topics:
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This article contains the following topics:
A
legal template
provides the group of attributes that belong to a particular type of legal document. You typically set up and maintain legal templates, while users create legal document records based on the legal templates. When you create a legal document record, you first select a legal template on which to base the document. The legal document record inherits the attributes from the legal template.
Each legal template has
terms and conditions
that typically apply to the legal document type. For example, a legal template for an invoice includes information about the terms of payment.
You can use the product to define legal templates and change the attributes of a legal template. To change the terms and conditions assigned to a legal template, you can remove them or add new ones from the master list of terms and conditions.
A legal template cannot be deleted until all legal documents based on the template are deleted. In addition, you can search for legal documents by the legal template name, and you can use legal template names to select records to include in reports.
Define a Legal Template
You can define a legal template to group attributes that belong to a particular type of legal document. Administrators or users with appropriate privileges can define legal templates.
Follow these steps:
  1. Click Directory, List Management.
  2. On the left, expand Legal Document Lists and click Legal Template.
    The list of templates appears on the right.
  3. Click New, enter a name for the template, and click Save.
    The new template appears in the list.
  4. Click the Edit Record icon for the new template.
  5. Click the View Assigned Ts & Cs hyperlink.
  6. Click Select New and select the terms and conditions for the new template.
  7. Click Save.
    Users can select the new template when they define legal documents.
Change the Terms and Conditions for a Legal Template
You can change the terms and conditions for a legal template. Administrators or users with appropriate privileges can change the terms and conditions.
Follow these steps:
  1. Click Directory, List Management.
  2. On the left, expand Legal Document Lists and click Legal Template.
    The list of templates appears on the right.
  3. Click the Edit Record icon for the legal template.
  4. Click the View Assigned Ts & Cs hyperlink.
    All terms and conditions for the legal template appear.
  5. Select any of the following options:
    • Click Select New and select the terms and conditions for the template.
    • Click the Delete icon to remove the term and condition from the template.
  6. Click Save.
    The updated terms and conditions are applied to the template.