Here’s how the Partner Legal Documents section can help you find, view, and edit the copies of signed internal documents.
The Partner Legal Documents section allows you to view copies of fully executed agreements between your company and other partners and edit the documents provided on the list.
The Partner Legal Documents section allows you to view and edit signed internal documents. To view the list of documents go to the Documents And References > Partner Legal Documents section.
The “Signed Internal Documents” tab allows you to view copies of fully executed agreements between your company and other partners, such as lead generators and lead buyers. To generate a detailed list, use the "Title/Version", "Sign Date", and "User" filters.
The list contains the following data columns:
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Title - the name of the document.
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Version - the document version.
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User - the user that created a document.
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Sign Date - the document signing date.
To download the document, click the “Download” button in the “Action” column.
The “Edit Internal Documents” tab allows you to edit the documents provided on the list. To generate a detailed list, use the "Title/Version", "Created Date", "Group", and "Status" filters.
The list contains the following data columns:
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Title - the name of the document.
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Version - the document version.
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Group - the group of users the document is applied to.
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Status - the current status of the document: “Active”, “Inactive”, “Outdated”. To change the status, click the "Status" action button, and set the corresponding status in the pop-up window.
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Version ID - the ID number of the document’s version.
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Created at - the date when the document was created.
To view the document, click the “View” button in the “Actions” column. The document’s data is displayed in the pop-up window.
To edit, or add a group the document is assigned to, click the “Set Group” button in the “Actions” column. Select the group in the "Target Group(s)" drop-down list, and click the "Save" button.
To add a new version of the document, click the “+ New Version” button in the “Actions” column. Fill in the data fields in the pop-up window and click the “Save” button to complete.
