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Managing your documents and templates within AgreementGen

Learn how to delete, download and rename your documents within AgreementGen

Managing Documents

  1. Login to your Lumin account.

  2. Head to AgreementGen.

  3. On the left-hand sidebar, you will find your Private documents and templates, and your Workspace documents and templates.

  4. Click into the document section you want to manage.

  5. Click the 3 dots on the right side of the document name.

  6. From here, you can:

    1. Open

    2. Rename

    3. Download

    4. Delete

Managing Templates

  1. After following the first 3 steps above, click into the template section you want to manage.

  2. Click the 3 dots on the right side of the template name.

  3. From here you can:

    1. Use the template

    2. Open the template

    3. Rename

    4. Download

    5. Delete

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