Objectives

• Create a Questionnaire from a Contract template

Environment

• Settings

Procedure

In App4Legal, you can create a Questionnaire from a Contract Template. 

You can do this by heading to Settings under the user avatar on the top right.

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 Scroll to the Contracts box, head to the "Contract Template"  in order to create a questionnaire. 

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You can add, edit , hide in Client Portal or delete Contract templates. 

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There are some required field when adding new contract templates: 

• Template Name: Enter the template name
• Type: A customizable drop-down list to choose the type of the contract template 
• Upload: Upload the contract template with the variables to be filled by the user once generated new contract. 

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Template can have multiple pages, groups and variables. 

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Enter the page title, the group title, the variable name, the question, the type, the mapped-to field and if it is required or not. 

Once you are done, click on save. 

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

Thank you!