How to generate a contract?

Objectives

• Generate a contract in the database

Steps

To add a new contract, click on the quick New button in the main menu of the application.

We have two options to generate a contract: 

1. Create a contract from Template

2. Upload a new Contract

• If you choose "Contract from Template", you will be redirected to a page where you have to choose the type of the contract and choose a template based on this contract type. 

 On the following page, give this contract a name, and start filling in the questionnaire. The number of these variables and pages depends on the type of agreement and its related template.

 These templates could be configured from the settings.

• If you choose "Upload Contract":

The Add form of a Contract has the basic data that needs to be inserted.

First, upload your contract:

Then, start adding the contract information, such as the Parties with their categories, Contract Type, Contract Name, Requester, and Date.

• Type: A customizable drop-down list to choose the type of the contract
• Subtype: A customizable drop-down list to choose the subtype of the contract
• Name:  The name is the name of the contract
• Requester: the person who requested this contract

After filling in all the information needed click on Submit.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!