Objectives
- Create contract/document templates using the Word Add-on
Steps
App4Legal word add-on allows you to easily create and manage document templates to improve efficiency and increase productivity. This Add-on is used to create and automate contract/document templates and streamline your document workflow.
You can get the add-on easily. From the Insert menu within your word document, click on Get Add-ins. Search for App4Legal for Word in the office store and add it.
Search for App4Legal for Word in the office store and add it.
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.
Let us start by adding the variables, which are the fields that will be filled by the user later on when adding a new contract/document.
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.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!
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