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You can do this by heading to the System Settings near the user avatar on the top right.
Scroll Scroll to the Contracts section, head to and choose the "Contract Templates" in order to create a questionnaire.
You can add, edit, hide in Client Portal or delete Contract templates.
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- 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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The template can have multiple pages, groups, and variables. (these are the variables that will change whenever a new contract is created from this template)
Enter the page title, and the group title, the variable name, the question, the type, the mapped-to field, and if it is required or not. , and start adding variables.
When setting up the contract's adding a variable you need to set 4 mandatory fields:
- Name: Name of the variable
- Question: The question that will help the user to set the variable in the contract questionnaire
- Type: it could be either a System variable or a Document Variable
- Mapped-to Field / Field Type: link the type to one of the fields of the contact's metadata if it's a system variable, or specify the field type otherwise.
You can also specify if each variable is mandatory or not.
Moreover, you have the option to preview your questionnaire before saving it, so that you can have an idea about how it will look and perform further modifications if needed.
Repeat the process depending on the contract's pages and the number of input variables and
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once done, click on save.
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For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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