Create a legal contract intake workflow

  • Release version: Washingtondc
  • Updated August 3, 2023
  • 2 minutes to read

    • Create a legal contract intake workflow by creating a record producer and configuring base system settings so that employees can request the legal department's guidance on legal contracts.

    Before you begin

    Role required: sn_lg_contracts.contracts_config, admin

    About this task

    The legal support for a contract request works based on a workflow, so you must provide specific information while setting up the intake process.

    Procedure

    1. Create a record producer for a new contract type.
      For more information, see Create or modify a record producer for legal services through Classic environment. On the form, you must provide the following specifications in the record producer for a new contract type:
      1. In the Table name field, select the General Contract Support [sn_lg_ops_general_contract_support] table.
        The contract workflow is associated with the General Contract Support table.
      2. Set the contract_type field to a contract type name such as NDA, MSA, or SOW, if you wish to set up the intake form to select specific contract type.
        For example, to set the contact type to NDA, enter the following code:
        current.contract_type = 1;
      3. If the contract requires the signature of outside parties, in the Variable Sets related list, click Edit and add the External signatory details variable set.
    2. Add a new intake form in the Contracts practice area.
      For more information, see Add an intake form to a practice area. Ensure to provide the following details in the respective fields.
      1. From the Type drop-down list, select Request.
      2. In the Options field, select Assigned To field not mandatory.
      3. For third-party contract intake form, the Generate Document from Template option must not be enabled.
      4. From the Request record producer field, select the record producer created in the Step 1 to associate with the intake form.
    3. Create legal contract templates.
      • For more information, see Legal contract templates.
      • In the Conditions, you must select the new category added for the new contract.
    4. Configure a rule for selecting a legal contract template when a legal contract request is being created by a user.
    5. Configure the settings in the Standard Ticket Page for legal requests.
      Note:
      The following settings must be updated in the Legal Simple Contracts application scope.
      1. Navigate to Standard Ticket > Standard Ticket Configuration.
      2. Select the sn_lg_ops_request ticket configuration.
      3. On the Ticket Configuration form, select Documents in the Tab Configuration related list.
      4. On the Tab Configuration form, add the condition [Category][is][<CategoryName>] in the Visible field, where <CategoryName> is the category created for the new contract.
      5. Click Update.
      6. Repeat steps 5c-5e for the Preview tab configuration.
      For more information, see Configure the standard ticket page