---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure Legal Simple Contracts

# Configure Legal Simple Contracts {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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](https://servicenow-prod.fluidtopics.net/ZbXqgGp6j7Vx_V86NC6uZQ "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.")
:   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](https://servicenow-prod.fluidtopics.net/j6pdsmnPdzVj_7JwOiE1sA "Create a contract type for defining different types of legal contract requests.")
:   Create a contract type for defining different types of legal contract requests.

[Legal contract templates](https://servicenow-prod.fluidtopics.net/Oc1zZlrQgBvU08mgPLnRmA "Create document templates to generate contract documents depending on various request types.")
:   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](https://servicenow-prod.fluidtopics.net/0hTzIlmmYroU0Wi5W8NDyw "Configure a rule to identify and use the correct legal contract document template based on the submitted legal request and generate a contract document for the requester.")
:   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](https://servicenow-prod.fluidtopics.net/6jRcMVdtct8moETGtQYjaw "Set up external applications that provide services such as electronically signing contract documents and saving signed contracts or the documents related to legal requests in an external storage system.")
:   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](https://www.servicenow.com/docs/access?context=t_CreateANotification&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US)
:   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](https://servicenow-prod.fluidtopics.net/Fk51yoHCKaDgqx~g1M6WPA "Configure Microsoft Dynamics CRM to import the sales representatives, sales accounts, and active opportunities data into the tables in the ServiceNow instance for the sales contracts support.")
:   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](https://servicenow-prod.fluidtopics.net/gXzEXWVCHRllw0DhOtWPHQ "Schedule import set jobs to pull sales representatives and associated sales accounts and active opportunities data from the CRM system into the ServiceNow instance.")
:   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](https://servicenow-prod.fluidtopics.net/PX7ecwdYfJHnyeewcq5Vmg "Create a deflection rule for providing guidance to requesters for a sales contract based on the specified conditions.")
:   Create a deflection rule for providing guidance to requesters for a sales contract based on specified conditions.