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- Create a Template Word Document.
- Create a Questionnaire in the system.
Steps
App4Legal LEXZUR allows you to generate contracts based on your own templates by automating fields to fill out forms automatically.
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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.
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You can use App4Legal LEXZUR Word Add-on to create a template document. Learn more here. |
Add a new Template in the system.
Therefore, click the Contracts & Documents dropdown list in the Navigation menu and choose Manage Templates.
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From this page, you can add new, edit, hide/show in Client Portal, clone, or delete contract templates.
To add a new questionnaire you must:
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Templates are added based on the contract area of practice, so you can add templates for each contract type.
- Now move to the Template Content and start creating your questionnaire:
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Enter the title of the pages of the questionnaire, the page description if needed, and name the groups as well.
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Within each group, you can add multiple variables. |
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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. |
Document variables could be single text, text box, date, list, checkboxes, radio buttons, image, or table.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
