Pandora Legal & Compliance

Centralize legal and compliance documents, track expiry dates, and automate renewal reminders.

Key Features

• Document types with default validity and reminder days.
• Track documents for companies, partners, and employees.
• Expiry status with automatic state updates.
• Renewal wizard with history and attachments.
• Daily cron for reminders and expiry notifications.
• Optional email notifications and activity scheduling.
• Multi-company access rules and security groups.

Configuration

• Go to Legal & Compliance > Configuration > Settings.
• Set default reminder days (e.g., 90,60,30,7,1).
• Enable or disable email notifications.
• Set a default responsible user for reminders.

How to Use

• Define document types under Legal & Compliance > Configuration > Document Types.
• Create documents under Legal & Compliance > Documents.
• Attach files and tag documents for quick filtering.
• Use the Renew button to update expiry dates and log renewals.
• Review notification logs for reminder and expiry activity.

Screenshot

Sample screenshot for listing and tracking legal documents.

Security and Access

• Legal User: view and create documents and renewals.
• Legal Manager: full access and administration rights.
• Multi-company rules restrict documents to allowed companies.

Support

For support, customization, or onboarding assistance, contact Pandoratech.