Objectives

• Insert a contract/document in the database
• Correct/Revise/Update/Approve/Sign contracts

Related Articles of Contracts & Documents Module

Steps

In App4Legal, you can easily and efficiently manage your contracts & documents.

First, you have to add contracts/documents to your database. You do that quickly from the New Create button in the main menu. 

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We have two options to generate a contract/document: 

1. Create a contract/document from Template

2. Upload Contract/Document

• If you choose "Contract/Document from Template", you will be redirected to a page to select the type of the contract and choose the template based on this type, give this document a name and then press on the next button to start filling the predefined template (questionnaire).

Note: Contract Templates can be configured from the system settings.

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• If you choose "Upload Contract/document":

You have to upload the attachments as a first step:

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Next, start adding the Contract/Document Information. The Add form of a Contract has the essential data to be inserted.

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The mandatory fields are the ones in red only: type and name:

• Type: A customizable drop-down list to choose the type of the contract
• Name:  The name of the contract

Other fields are optional; however, you can fill out these fields to make it easier to generate reports at a later stage.

Optional fields include the contract Parties, Subtype, Requester, and Date.

After filling in all the information needed click on Submit.

You can click on the Contract name or Contract ID to open its page and edit or capture more information. You can capture information regarding Contracts Contract details, dates, people, and notes.

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For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!

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