Manage Contract Management Pro for Legal Service Delivery

As administrator work on managing the word document templates and legal contracts.

Refer to the following topics on how to manage word document templates and legal contracts.

• Manage clauses, tables, and contract templates

  Create a contract type for defining different types of legal contract requests and associate it to a contract model.

• Manage contract records

  Define a user as an internal signer so that the signer can be added to a contract template to automatically add to the contract document for a request.

• View a contract repository record

  Create document template categories to easily identify similar documents and find the correct document template more easily.

• Modify a contract record

  Enable users to view the details of email sent in the activity stream.

• View a contract repository record
  View the history of a legal contract to track changes, review the audit trail, and update fields. Easily see the date a contract was modified and who modified it.

• Modify a contract record
  After a contract record is created, you can change the end date, parent contract, and contract model.
• Manage clauses and contract templates
  As administrator manage clauses, clause variations, and contract templates.

Parent Topic:Use Contract Management Pro for Legal Service Delivery

Related topics

Non-disclosure agreement requests

Third-party contract review requests

Contract amendments

Linking parent-child contracts

Internal review overview

Signature workflow for a request

Cancel a legal request

View and download a signed contract document

View contract requests