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• Create a Questionnaire from a Contract template

Steps

App4Legal allows you to generate contracts based on your own templates by automating fields to fill out forms automatically. 

To add a new questionnaire from a template you must follow some steps:

• Create a template word document, that includes all your constant contract details, and distinguish the variables using special characters, for example, the ${..}.  These variables will be filled out when adding a new contract from the system.

Tip: You can use App4Legal Word Add-on to create a template document. Learn more here.

• Add a new Template in the system.

  Therefore, go to the System Settings, and choose Templates under the Contracts & Documents settings.

From this page, you can add new, edit, hide/show in Client Portal, or delete contract templates. 

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• Name: Name of the variable
• Question: The question that will help the user to understand the variable field 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 required or not.

Add a variable description and specify whether it is required.

Note: System variable means that it's mapped to one of the fields in the system, and document variable, means it could be single text, date, list, etc.

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Tip: The Preview option allows you 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 once done, click on save.

Note: ystem variable means that it maps to one of the fields in the system, or a document variable, in which you choose the field type such as single text, date, list, etc.

Add a variable description and specify whether it is required.

Repeat the process depending on the contract's pages and the number of input variables.

Furthermore, you can preview your questionnaire before saving it, so that you can see how it will look and make any necessary changesThe questionnaire has now been created and it can be used in the creation of a contract from a template of the selectable type. Learn more here.

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

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