Need a simple way to store fully signed contracts in LawVu? With a quick setup, you can allow contracts to be uploaded directly—no review or approval needed.
LawVu provides a way to mark contracts as already signed during the creation process. By adding the field "Is the contract already signed?" to the contract creation form, contracts can be set to "Executed" immediately upon creation.
Steps to enable direct uploads of fully signed contracts
Go to Organization Settings > Contract Management > Contract types.
2. Select the contract type that will allow direct uploads of signed contracts.
3. Go to the Create Form tab of that contract type
4. Find and add the "Is the contract already signed?" field.
5. Save the changes.
Note that this field is only available in the Create form and cannot be added to Contract details.
Uploading executed contracts
Once you’ve configured the contract type, uploading an executed contract is easy:
Create a new contract.
Select the contract type you just configured.
Tick "Is the contract already signed?"
You'll be able to select an Executed date just before finishing off creating the contract:
That’s it! The contract will be instantly marked as "Executed"—no extra steps required.