Who can use this feature?
š Needs the 'Create contracts' permission
LawVu has introduced new enhancements to the contract upload feature, offering you greater flexibility in managing your contracts. Whether you are a new or existing customer, this guide will walk you through the steps to upload and manage new contract versions at any stage of their lifecycle.
How to upload a new version of the contract document
Navigate to the contract: Go to the specific contract's Overview tab.
Click 'Replace': On the right-hand side, click the 'Replace' button.
3. Upload the document: A modal will appear. Select the new contract document you wish to upload.
4. Add a comment: If applicable, add a comment that will notify other contract members via email and in-app notifications, depending on their settings.
Uploading an unsigned version of the contract document
Approval Workflows:
If no approval workflows are in progress, the new version will be uploaded directly.
If approval workflows are in progress, choose whether to restart the approval workflow or keep it as is. A comment is mandatory in this scenario.
Watch this animation to see this in action:
Any comment you add while uploading a new version of the contract document will be emailed to the contract members and will also be visible in the contract's Activity tab:
Uploading a signed version of the contract document
When you upload a signed contract version while the contract is in the 'Signed' stage, it will automatically move to the 'Executed' stage. If the contract is already in the 'Executed' stage, you can still replace the contract document without affecting its current stage.
Viewing the different versions of a contract
After uploading a new version, you can easily track the different versions of the contract. To do this:
Click the 'Version' button.
The current version will be highlighted in green.
Previous versions will be displayed in yellow for easy identification.
Remember, keeping your contract versions up to date ensures that everyone involved has access to the latest information, reducing the risk of errors and miscommunication
FAQ
Can I still reset a contract to the Draft stage?
Yes, you can still move the stage back to Draft using the stage picker. This will reset any approvals that have been completed.
What happens if an approver has declined an approval request?
The new workflow honors the decline action. This means choosing to:
Restart approvals in the stage will clear the decline action
Continue with approvals will not change the decline action. The decliner will still need to āChange to approveā to continue the approvals.
Does continuing with approvals mean approvers can approve different versions of the contract?
Yes. Where one or more approvers have approved, and a user uploads a new version and selects āNo change to approvalsā, pending approvers will approve the latest version. This means approvers will have approved different versions of the contract. The version that the approver has approved will be recorded in the Activity log and Approval history. If itās essential that all approvers approve the same version, then user should select āRestart stage approvalsā.