In this article:
Requirements
Document file format
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.
Office 365 account
You will also need to have an Office 365 account to utilize Word Online function.
How it works
Anytime you want to make an edit to the contract file, simply click the Edit icon and this will open the contract file via 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 every 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 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 to Draft, and approvals will be reset (or need to be re-applied if there is no predefined Approval Workflow on the contract).