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Note: You should first Get the Add-on from the Office store and Connect Word to App4Legal before using it. Learn more here.
Once the add-on has been downloaded, you must Log in to connect Word to App4Legal. In order to integrate with App4Legal, you will need to enter your credentials.
When the integration is complete, you will be able to Insert or Add Clauses, Add Variables, Add Contracts, and Upload Documents.
As an example, we will create a non-disclosure agreement (NDA) using the App4legal word Add-on.
To create a predefined template, you must do the following:
Prepare your contract document, the Word document you want to use to create the template.
- Open App4Legal for Word and choose Variable.
Now start adding your variables.
The variables Let us start by adding the variables, which are the fields that will be filled in by the user later on when adding a new contract/document.filling out the questionnaire.
- Place the cursor in your document where you want the variable to be inserted, then from the Word Addon page, give this variable a name, type, and press Insert Variable.
Specify the variable’s name, and the type and press Insert Variable in the space where the cursor is focused. The variable is added to your document with special characters to be readable by the system.
Moreover, the add-on allows you to add predefined clauses to your contract document. You can choose from the clauses that you've already added to the system. From the Insert Clause section, search for the name of the clause, and click on it. The content of this clause will be added to your document, thus reducing the effort and time of adding repeated and common contract clauses.
Additionally, you can add your document as a new clause directly from the word add-on. The whole document text will be added as the new clause’s content, of course, you can manage this by adding or deleting sentences. You just need to specify if the new clause is for all contract types or choose one type and give it a name. You can also set this clause as private and allow some users to edit it. Once done press Submit. You can now view your new clause within the Clause library in App4Legal.
Furthermore, you can generate a new contract and create a contract template. To create a questionnaire, click on the following link: How to create a Questionnaire from a Contract Template?
Moreover, the word add-on enables you to upload this document directly to the App4Legal contract Module as a template or other documents.
. You can customize these characters from the App Variable option, specify the start and end characters and update your changes.
All the variables could be then listed in the Existing Variable tab so that you can choose to add them again within the document.
Once your document is ready with all the variables, start building your questionnaire.
- From the App4Legal for Word side menu, choose Add Contract→ Add Contract Template
Note: Add Contract Template is the same process as configuring templates in the system, with Pages, Groups, and Variables, but in this case, the document you are generating will be your reference template.
- First, you must specify the template name, and contract type.
Tip: Each template can have multiple pages, groups, and variables. Where each page is divided into groups. And within each group, you can add multiple variables.
- Enter the title of the first page and a description if needed. Then, specify the Group title, and start adding variables.
Use the Plus Sign to add multiple pages, and groups and to add variables inside each group.
Now, for each variable, you must enter its name which should be the same as in the document you are working on. The question part is a variable definition used to make it easy for users to fill out the questionnaire. The Variables within the template could be either a system variable, which means that it is mapped to one of the fields within the system, or a document variable and in this case, you have to choose a field type such as single text, date, list, and so on. You can add a variable description and specify if it is required or not.
Variables could be an existing variable that you have added from the add-on.
Repeat the process depending on the contract's pages and the number of input variables and once done, click on save.
A new Questionnaire is now created in the system, you can now use it when adding a new contract.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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