Set up the foundation data for legal simple contracts so employees can use them to submit a legal request to the legal department.

As an administrator, review the installed components and modify them or add new ones as applicable.

Define a user as an internal signer

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

Create a contract type

Create a contract type for defining different types of legal contract requests.

Legal contract templates

Create a document template that can be used when submitting a legal contract request to generate a standard legal contract with predefined content. You can create templates of HTML, PDF and Microsoft Word types.

Configure a rule for selecting a legal contract template

Configure a rule to identify and use the correct contract template based on the submitted legal request and generate a contract document for the requester.

Set up external signature and storage configurations

Set up external app configurations for legal contracts to enable services for electronic signature of contract documents and saving the signed contract documents in an external storage.

Email notifications

Configure email notifications to be sent when various events occur. Some possible event triggers might be when a signatory signs or declines to sign a contract document or all signatories have signed the contract document.

Configure Microsoft Dynamics CRM for sales contracts

Integrate with Microsoft Dynamics CRM to import active opportunities data and information on sales representatives and their associated sales accounts into the tables in the ServiceNow instance.

Schedule import set jobs to pull data from the CRM system

Schedule import set jobs to pull sales representatives and associated sales accounts and active opportunities data from the CRM system into the ServiceNow instance.

Create a deflection rule for sales contracts

Create a deflection rule for providing guidance to requesters for a sales contract based on specified conditions.