In this article:
- How it works
- What stage in the process can the contract be edited?
- What about the approval process?
In order to send a contract file to Word online (Office 365) the underlying contract file must be a .DOCX file.
Note: a 'DOC' file is an older version of a word file and will not work.
You will also need to have an Office 365 account.
How it works
Anytime you want to make an edit to the contract file you can click into the 'Contract file' tab and select the ellipsis menu then choose to send the contract to Word Online for editing.
The changes that you make in Word online will be automatically saved back to the contract file and it will save as a new version back in LawVu.
Note, a new version will be created after ever 15 minutes of editing and on the final save.
What stage in the process can the contract be edited?
Word Online option is available in all contract lifecycle stages except Executed and Expired
What about the approval process?
If there are no Approvals on the contract:
The contract file can be edited from at any stage of the contract from Draft to Signing
If there are Approvals on the contract:
if the contract is at any stage from Negotiating to Signing it will revert back to Draft and approvals will be reset (or need to be re-applied if there is no predefined Approval Workflow on the contract)