Tenant Admin Portal - How to create legal document

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Introduction

The Legal Documents feature allows Tenant Admins to upload and manage legal documents in the Tenant Admin Portal. Admins can upload a document and specify its title, version, and language, making it easier to organize and maintain different versions of legal documents for use within the platform.

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Prerequisites

• You must have a Tenant Admin account.
• Ensure the Legal Document PDF is ready for upload.

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Steps to create Legal Document

1. Log in to the Tenant Admin Portal.
2. On the home page of the portal, click Consent Documents on the left menu panel. The Consent Documents page is displayed.
3. On the Consent Documents page, click Legal Documents tab.
4. Click Create Legal Document. The Upload Legal Document pop-up box is displayed.
5. On the pop-up box, do the following:
   1. Click to browse the file or drag and drop the file to upload.
   2. Enter Document Title.
   3. Enter Version.
   4. Enter Language.
   5. Click Upload.

The document is uploaded successfully. The document is listed on the Consent Documents page under the Legal Documents tab.