In this article:
What are contract wizards?
A 'contract wizard' is essentially a 'master' contract your organization uses to generate customized instances of that contract.
For example, let's say you have a standard NDA you want to use each time you require an NDA with another party. You could use that contract as the basis for a new contract wizard so that whenever you needed to generate a new NDA, you would create it from that wizard.
LawVu would then fill in the contract with the key information you provided every time a new contract of that type is created. Then you can view the newly generated contract and even send it out for signing via one of our digital signing integrations.
How to create a contract wizard
To create and set up a new contract wizard, get in touch with your dedicated CSM (Customer Success Manager).
Requirements
The use of wizards requires the use of either LawVu managed or your own Formstack account. We use Formstack to create low-code contract templates (Contract Wizards) that automate the creation of contracts from LawVu. Check this article about the Formstack Integration for more information.
How to generate a contract from a contract wizard
You can generate a new contract by clicking the '+Create' button, and hovering your mouse to the "Create using wizard" option.
You may also use the Create a Contract button or an article button from the Business Portal if you're a Business or Contributor user.
You will see a dialogue box allowing you to select from two options:
The 'Add by Wizard' option lets you select a contract type with a contract wizard in place. The wizard auto-populates the field content into the new contract.
Determine the method used to create a contract
To identify whether a contract was created through wizard or through upload from your My Contracts/All Contracts grid, add the Creation Method attribute to the grid.
You can then filter on it to view only Wizard-created contracts for example:
The LawVu Contract Wizard advanced guide
This document outlines the basic process for inserting merge codes, the process for linking your template to a contract type in LawVu, the process for updating your existing wizards, and some advanced complex tricks.