Manage Legal Documents
Application component: OBSOLETE. Please use component CM-DOC.
App type: Transactional
Line of business: Sourcing and Procurement
Leading industry: Cross Industry
Solution capability: Enterprise Contract Management (S/4 CLD)
Scope items: SAP S/4HANA for Enterprise Contract Management|Integration to SAP S/4HANA Cloud for Enterprise Contract Assembly
Description:  With this app you can display the legal documents that were uploaded as a static file through the Manage Legal Transaction app. It allows you to browse all documents that were created or uploaded. You can even modify the documents in this app. 
Fiori App to manage legal documents like contracts, policies or amendments
Key features:    List report for displaying and filtering legal document objects When you start the app, a list of legal documents is displayed together with the filter bar that allows you to either select a predefined filter set, a so-called variant, or to filter the list by using the search or the individual filter fields in the filter bar. The individual filters include Editing Status, Content Type, Access Level, Main Organization, Content Export Status, Assembly Status and many more.   You can download the file using the Download option. Note Virtual document cannot be downloaded from this app. You need to navigate to the Enterprise Contract Assembly system to download or generate a word or PDF file.   Send legal documents for e-Signature. Enterprise Contract Management is now integrated with the e-Signature provider DocuSign. You can send your legal documents to the DocuSign account. As a prerequisite, ensure all the configurations are set up for this integration. For more information, refer to the Test Scripts available at at https://rapid.sap.com/bp/ under SAP Best Practices Explorer  SAP Best Practices for SAP S/4HANA Cloud  Sourcing and Procurement  Sourcing and Contract Management  Enterprise Contract Management (1XV) For steps on how to send for e-Sign, go to Sending Documents for e-Signature    View e-Signature Status of a legal document in the header section. When you trigger the e-Signature process for a legal document from the Manage Legal Transaction app, you can see the status of the job here under the facet e-Signature Envelopes.  Cancel the e-sign process of a legal document by selecting a document and choosing Cancel e-Sign. Once you cancel, the e-Signature Status is updated with the status Voided. Create a document by uploading a file or creating from a template. Note that you can create from template for documents whose File Type is “undefined”. For steps to create from template, go to Creating from Template  You can make corrections to a legal document that is in Accepted status, by using the Create button instead of the Reopen button. You have two options to correct the document:   Administrative Update: Select this option from the Create button to make minor changes to selective fields of a main contract.   Amendment: Select this option to create a document to make major corrections to the content of the main contract.   You can create additional documents in relation to the main document. You can select the Supporting Document option to upload additional or supplementary documents to the main contract. For example, Emails, attachments, reference documents and so on.  View the kind of document you have created in relation to the main contract. The kinds can be main, administrative update, supporting document, or amendment. While uploading a file to the legal document, you can typically select either of the two types of paper:  Draft: Select this option for the type of file that requires review, approval, and signature. The status of the legal document should be In Process.   Final: Select this option for the type of file that is already signed and is the final copy of the legal document. Such a document does not require any further processing and hence the system moves such a document directly to the Accepted status. This saves multiple clicks in this process and optimizes processing time. Note that the type of paper values is neither dependant on the document status nor changes based on the workflow status of the document. The type of paper remains the same as selected while uploading the file.   You can view all the additional documents you have created in relation to the main contract in the facet Related Documents.   Categories: In this facet, you can create categories specifically to classify legal documents. Or if you have already selected a legal document category while creating the legal transaction, the same category appears in this facet.   Edit legal documents   You can Check Out a document to make changes within the document   Choose a legal document to change its Name, Content Type, and Status. Additionally, you can create new Stamps and also add template information. However, this feature has a prerequisite where the key user must implement the business logic Modify Virtual Document Attributes When Assembly Status is Final. This business logic can be accessed in the Custom Fields and Logic app under the business context Enterprise Contract Management: Legal Document.  You can use the Set to Accepted or the Mark for Archival button to set the status of the legal document.  If you check in or upload as a new version, you can see the details of document version in the Version History facet. You can view the details of a document using the View Details button under the Actions column. When you view details of a document, you can download a copy of that document. Note To edit a document that it is in Mark for Archival status, choose the Reopen button. However, you can reopen a legal document only if the related legal transaction is not in one of the final statuses. For more information about Status, refer to Understanding Statuses of Legal Documents   You can also copy the document using the Copy to New Version option.  You can add a Reference Number to the document. You can link another document as a Parent Document to the current legal document. You can add Description to the document.  You can edit a virtual document even if it is a part of the workflow. Note that this esit is possible only when the task is in the Revise status. Once you edit the document, an Email notification is sent to the workflow initiator.     Delete legal document You can delete documents from the Manage Legal Documents page. Do note that you can delete a document only if it is in one of the following status:  In process   Mark for Archival  For more information about Status, refer to Understanding Statuses of Legal Documents   View history of legal documents in the Change Documents facet.  Once you navigate to the object page of a legal document, you can choose the Change Documents button to view a log of the document. The pop up displays information about the user who made a change, field that was changed, and the content of the change.  Upload File as a word document to the legal document object. This can be an offline document from the Document Management System. You can even upload another file to a virtual document. Note that once you upload a file to a virtual document, you can no longer edit the virtual document. Edit the content of the virtual document by using the Edit Content button. You can edit a virtual document only if it is in the In Process status. On click of the button, the Enterprise Contract Assembly system opens up in another screen, where the template for the virtual document opens up in edit mode. You may have to log in to the assembly system to access the template. For more information, refer to Editing Virtual Documents. For more information about Templates, refer to SAP S/4HANA Cloud for Enterprise Contract Assembly at our help portal https://help.sap.com/viewer/product/DRAFT/PI_LCA/SHIP/en-US Discard the content of a virtual document by using the Discard Content button. Note that you can discard the content of documents that are marked Required. Retry virtual document assembly in case a virtual document assembly fails, using the Retry Assembly button. Create notes in the Notes facet. This facet provides a field where you can enter any notes about the legal document object. You can also reply to the notes added by the other users and view other replies as well.Note The character limit for a note is 5000 characters. Ensure to create a note within this limit.  Specify the Access Level of the legal document. Access level is used to restrict access to legal objects. You can either select the access level in this application or retain the level assigned to the legal transaction.   View the Governing Law of a legal document. This is the law of a region or country according to which a contract is to be construed or interpreted. This provision in a contract allows the parties to agree that the law of a state should be used to interpret the agreement, even if they live in or the agreement is signed in a different state.  When you open a legal document, you can see the governing law of the legal transaction that is related to this legal document.  Note You cannot change or select a different governing law in this application.   Select or change the Language of the legal document.   Create and manage Obligations assigned to a legal document. Tracking and managing obligations is one of the important and substantial component of enterprise contract management process. It will help in ensuring required compliance and mitigating risks effectively. You can create an obligation by choosing the Create button in the Obligation facet of a legal document object. The screen navigates to the object page of a new obligation. For more information, refer to Documents  View the automatic assembly details under the Assembly Details section. For more details, refer to Documents View documents that are part of the collaboration and know the status of the collaboration. Note that you cannot once a legal document has been added to a collaboration, it gets locked for editing. Only the members who are added to the collaboration are allowed to edit the legal documents of that collaboration. For more information, refer to Integration with Microsoft Teams   
Business roles: Employee| Administrator - Enterprise Contract Management| Legal Counsel| Employee - Enterprise Contract Management
Employee : 
Performs all work related activities which are not directly relevant for one's work performance.

Administrator - Legal Content Management : 
Is responsible for the adminstration in Legal Content Management. 

Legal Counsel : 
Provides, composes, consumes and manages Legal content like Contracts, Templates, Clauses etc.