Steps to take to edit your legal document in Clym
Before you get started, please note that Clym offers you the functionality to make edits to an existing legal document, and also the functionality to add a new version of an existing document. If you would like to make edits to the existing version of a legal document, please proceed below. If you would like to add a new version of an existing document, please click here.
Editing your legal documents is an easy 3-step process:
1. Sign in to your Clym Portal
You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click on Sign in in the upper right-hand corner.
2. Open your Website Settings
From the left side menu, select Website Settings. From here, you will see a list of all your domains, each with its unique settings.
Click the settings wheel next to the domain that you would like to change the default language for. This will open the website settings for that specific domain.
3. Edit your legal document
From the Website settings menu, select the Legal documents drop-down arrow to expand the options. Click the three dots next to the legal document that you would like to edit. Hover over and click the first clipboard and pencil icon to Edit document.
In the pop-up window, edit the fields that you would like to make changes to in your legal document, such as the name, description, language, valid from date, jurisdictions, and content of the document. Click Save Document.
If you encounter any challenges, please reach out to us at firstname.lastname@example.org.