In this article:
- Concept of contract wizards
- How to generate a contract from a contract wizard
- How to create a new contract wizard
Concept of contract wizards
A 'Contract wizard' is essentially a 'master contract' that your organization uses to generate customized instances of that contract from.
Eg - let's say you have a standard NDA contract that you want to use each time you require an NDA with another party. You could use that standard contract as the basis for a new 'Contract wizard' - then, whenever you needed to generate a new NDA, you would create it from that wizard.
LawVu would then fill the contract with the key information for you supply when the new contract is created. Then you can view the generated contract and send it out for signing via one of our digital signing integrations.
How to generate a contract from a contract wizard
You can generate a new contract either from the 'Plus menu' in LawVu - or from the 'New contract wizard' button in the LawVu End User Portal.
A window will appear and you can choose the relevant contract type. Once that's done, you'll have the option of creating a contract either by uploading one or, if a wizard has been created for that contract type, then you can choose the 'Add by wizard' button.
How to create a new contract wizard
At the moment you'll just need to send us the word document and one of our team will work with you to set up the various placeholder fields that will be required. Just get in touch via the help bubble and we can take it from there.