Create/Add legal document

This topic begins the functional and operational part of the legal module, starting with the creation of legal documents.

Important: before proceeding, make sure you are familiar with the concepts covered in the Introduction of this module.

The following content covers the manual creation of a legal document, that is, through the creation form.

Creation of legal documents

The legal document creation form is the simplest way to create a document on the platform. To access it, open the main menu, select the Legal, Operations, module, and click the Add legal documents option.

Next, the form will be displayed:

To proceed with creating a legal document, the following items must be filled in:

Document type(*): By selecting this option, you can choose the type of document that will be linked during process execution, then click: Select… – and choose it.

Team(*): By selecting this field, you can choose the team that will be responsible for the document, then click the field – and search for it.

Unit: By selecting this field, you can choose the unit to which the document will belong.

Area(*): By selecting this option, you can link the desired area to the document, then click: Select… – and choose it.

Title(*): By selecting this field, you can define a brief title for the document, then click the field – and fill it in.

Description: By selecting this field, you can provide a brief description regarding the purpose of the document, then fill it in with the desired description.

After filling in the Add legal document fields, click the Save button.