Help with…
Editing Obligations
You can now update your obligations directly in the legal intelligence platform when deadlines shift, team members change, or requirements evolve.
How to edit an obligation
- Navigate to the Obligations section from the left sidebar
- Click on the obligation you want to update
- Click the Edit Obligation button at the top right of the screen
- In the modal that opens, you'll see all the editable fields for your obligation — including title, dates, responsible parties, and details
- Click Save to apply your updates
What you can change
When you edit an obligation, you can modify the following fields:
Title: Update the obligation name to better reflect the requirement
Next Due Date: Change when the obligation needs to be completed
Repeats: Adjust how often the obligation recurs (Weekly, Monthly, Yearly, Quarterly, Biannually)
Email Reminder: Sets cadence of how often email reminders are sent (weeks or days)
Obligation Details: Add or update the description and context for your obligation.
Responsible Party: Reassign or add an additional responsible party who needs to complete the obligation
Obligation Manager: Change or add an additional obligation manager to oversees the obligation
How edits are applied
When you save changes:
- Future occurrences of recurring obligations will reflect changes.
- Active and upcoming obligations will be updated immediately.
- Completed obligations remain unchanged to preserve the audit trail