How to access it
From the main menu, choose Contracts.
Contract module has 3 sub-tabs:
1- List All Contracts: This is by default the grid that centralizes all Contracts.
2- Awaiting Approval: This is by default grid that filters the Contracts that are awaiting Approval by any App4Legal users.
3- Awaiting Signature: This is by default grid that filters the Contracts that are awaiting Signature by any App4Legal users.
You can add a Contract to your App4Legal Contracts database:
From the Quick Add drop-down list, choose Matter.Contract
There is two options to generate a contract:
Fill in the data and press on Submit. The template data will be configured from the settings.
The Add form of a Contract has the basic data that needs to be inserted. The mandatory fields are the ones in red only. After adding a Contract, it will be designated by a Contract ID that is automatically generated by the system. Once the user clicks on the Contract ID from the grid, the Contract form opens where the user can be view/edit the Contract data. Also from the action wheel next to a Legal Matter entry, choose View/Edit.
A Contract form has a lot of important data to be tracked such as :
Delete a Contract
From the action wheel next to every Contract, there is a Delete action.
Add Configurations on the fly
All drop-down lists in App4Legal are configurable through the Admin & Setup. Luckily, some configurations can be configured on the fly. For instance, in the Contract form, a user is adding data and wants to have a new Contract Type swiftly. There is a blue plus sign that can assist the user to add a new value to the Contract Type drop-down list on the fly.
Manage Filters on the grid
Search for an existing Contract
You have 3 methods to search for a Contract: Quick Search, Advanced Search, and Universal Search.
Export to Excel
The Contracts grid can be exported to an excel sheet at any moment via the Actions button on the grid-> Export to Excel. Also, search results can be exported to an excel sheet separately.
You can add the contributors to the Contract in the add/edit of the Contract.
Manage Contract Custom Fields
Configure the Contract Custom Fields in the Administration & Setup per Contract Type.
The user can relate Documents to a Contract such as Agreements, Contracts, NDAs, etc.. Documents can be arranged in folders. Privacy can also be applied on a folder and the privileged user can control with whom to share the file.
Files and Folders can be Categorized by Type, Status, and optional Comments. Contract Document Type and Statuses are managed via the Admin & Setup.
Documents can be related by either physically applying Documents that can be added in 2 ways. Either by the drag-and-drop procedure
or by uploading the files.
Note that if a File/Folder is added/uploaded with spaces in its name, the system will automatically replace the spaces with underscores for technical reasons. After the File/Folder is added, they can be managed using the action wheel on the grid.
File/Folders can be
Through the actions button, a document can also be generated according to a predefined template.
As an alternative to manually adding Files/Folders, and if there's an already implemented Document Management System, you may map a URL to the Contract documents to any Network Drive or Weblink.
App4Legal's Documents module offers a very nice feature that allows the user through App4Legal to edit Office documents. This feature is supported only on IE 11. All what the user has to do is click on an Office Document such as a Word document. The user can edit the Document and click Save, the Document will be saved directly in the Documents module.
If a user has the Document open and is editing it in the meantime if another user tries to open the same Document the system will prompt a message informing the user that the Document is already in use.
Configuration of Contract Types from "Settings"
You can add/edit/delete the Contract Types.
Configuration of Party Categories from "Administration & Setup"
You can add/edit/delete the Party Categories.
Configuration of Approval Center from "Administration & Setup"
Configure the order and privileges of approving Contract by Contract Type.
Follow the next steps to configure the Approval Center:
Documents without status can be included by checking the "Include not set Status" box