Partner Legal Documents

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.

Signed Internal Documents

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.

The list contains the following data columns:

• Title: The name of the document.
• Version: The document version.
• First and Last Name: The name of the user who signed a document.
• Company Name (if applicable): The name of the user’s company that signed a document.
• Sign Date: The document signing date.
• IP Address: The IP address of the user who signed a document.

You can narrow down the search results using the following filters: 

• Title/Version: Enter the title or version of the document.
• Sign Date: Select the date range when the user signed the document.
• Created By: Select the user who created the document.
• First Name: Enter the first name of the user who signed the document.
• Last Name: Enter the last name of the user who signed the document.
• Company Name: Enter the company name of the user who signed the document.
• IP Address: Enter the IP address of the user who signed the document.

To download the document, click the “Download” button in the “Action” column.

To view the information about the document, click the “Details” button in the “Actions” column.

Edit Internal Documents

The “Edit Internal Documents” tab allows you to edit the documents provided on the list.

The list contains the following data columns:

• Title: The name of the document.
• Version: The document version.
• Group: The group of users to which the document is applied.
• Status: The current status of the document (Active, Inactive, Outdated). Note: To change the status, click the "Status" action button, and set the corresponding status in the pop-up window.
• Version ID: The ID number of the document’s version.
• Created At: The date when the document was created.

You can narrow down the search results using the following filters: 

• Title/Version/Version ID: Enter the title, version, or version ID.
• Created Date: Select the date range when the document was created.
• Group: Select the group of users to which the document is applied.
• Status: Select the current status of the document.

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.