In this article:
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 '+ New' button in LawVu, or from the 'Create a contract' or Article buttons in the Business Portal.
If you have implemented a contract wizard, you will be presented with a screen where you can select from two options:
Create New – complete the contact form, which will auto-populate the field content into the template
Upload Existing - upload the contract from your local drive, then complete the contract fields to provide more context and ensure efficient search capabilities.
How to create a new contract wizard
You'll 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 on the bottom right of your screen and we can take it from there.