Set up Contracts Core

As a contract configurator, create and manage a library of clauses, clause variations and contract templates that will be used to generate contract document when a legal request is submitted.

On installing Contract Management Pro for Legal Service Delivery, Contracts Core plugin is also installed. Contracts Core enables you to effectively manage a library of clause variations, requests for electronic signature, receive notifications, and integrate with an external storage system.. Perform the following tasks to create and manage the clauses, clause variations, and contract templates that will be used for generating a contract document.

• Create a contract type

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

• Create document template categories

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

• Enable users to view email details in activity stream

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

• Activate a system property to generate a certificate of completion

  Activate a system property to generate a certificate of completion for electronically signed non-disclosure agreements (NDA) and third-party contracts.

• Configure conditions to send reminder notifications for expiring contracts

  Configure reminders for expiring contracts that each business unit can use without the need to create their own.

• Configure templates for a contract and amendment request in Contract Management Pro

  Create a contract template of type .docx that can be used when submitting a legal contract request to generate a standard legal contract with predefined content.

• Configure dynamic clauses for contract templates

  Enable dynamic customized content in contract templates through clauses that contain clause variations for preset conditions.