Legal Simple Contracts

Cancel a third-party contract request if it is no longer necessary.

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

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.

As an admin, activate the sn_lg_contracts.enable_executed_contract_audit_certificate system property to generate a certificate of completion for electronically signed non-disclosure agreements (NDA) and third-party contracts.

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

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

Add one or more block contents in a document template block and define its condition and execution order.

Create document blocks that you can use in multiple document templates for legal contracts.

Create a document template of type HTML.

Create a document template of type PDF by uploading an editable and fillable PDF file.

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.

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.

Create document templates to generate contract documents depending on various request types.

Review and finalize the contract document for sending it for signature.

You can install the Legal Simple Contracts application (sn_lg_contracts) if you have the admin role. The application installs related ServiceNow Store applications and plugins if they are not already installed.

Several types of components are installed with activation of the Legal Simple Contracts application, including tables and user roles.

Configure an electronic signature provider to enable users to sign contract documents electronically.

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.

Employees can submit legal requests for creating non-disclosure agreement (NDA) contracts with third parties such as vendors, customers, and partners. The legal department can manage and process these requested changes from a centralized location.

Sales team members can submit legal requests for sales contract review when they have to engage legal counsel for customer queries, review the terms and conditions provided by customers, or for legal guidance. The commercial legal team can review the sales contract and provide the requested contract support.

Employees can submit legal requests for review of third-party contracts by the legal team.

The ServiceNow Legal Simple Contracts application enables employees to submit legal requests for getting legal support and guidance for contracts. For example, they can submit legal requests for the creation of Non-disclosure Agreement (NDA) documents with third parties or the review of sales contracts or third-party contracts. The legal department can manage and process them from a centralized location.

Legal Simple Contracts enables employees to submit legal requests for the creation or review of contracts with third parties, such as vendors, customers, and partners. The legal department can manage and process these submitted legal requests for contracts from a centralized location.

Reference topics provide additional information about the lists and forms that you use in Legal Simple Contracts.

Add and configure participants that act as placeholder for users who will be assigned as signers of a contract document.

Configure a contract template of HTML format.

Configure a contract template of Microsoft Word format that are easier to review and modify.

As a legal contract configurator, prepare a Microsoft Word document that you want to import as a contract template by marking the content with content controls so it can be efficiently parsed and reused.

Create a new contract template from an existing template if you need only a small variation in the content of an existing template.

Create a legal contract template in Microsoft Word format that can be used to generate a standard contract with predefined content when an employee submits a contract request.

Edit a contract template to reflect any modifications that must be included in the template to generate a standard contract when an employee submits a contract request.

You can activate the Word Document Templates plugin (sn_doc_word) if you have the admin role. If the application does NOT include demo data or it does NOT install related applications and plugins, delete or revise the following sentence:The application activates related ServiceNow Store applications and plugins if they are not already installed.

As administrator work on managing the legal contract templates and legal contracts.

A migration utility copies data from Legal Simple Contracts tables to Contract Management Pro for Legal Service Delivery tables.

View the final form of a contract document with the content controls replaced with the values of the variables or return values of scripts.

Publish contract template to make it available for generating a standard legal contract document with predefined content when a legal user submits a contract request.

On the running the script to migrate data from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery, the data is copied along with other changes made to Legal Simple Contracts modules, Legal Counsel Center, and the Legal Executive dashboard.

Update template mappings to pre-fill information that will be placed in the contract document.

The Word Template New Record form is used to create document template.

You can require either an electronic or a wet (manual) signature for a legal request. The contract approval process differs depending on the signature type selected.

The wet signature workflow is triggered when a legal request with signature type as Wet Signature is sent to the signatories for signing.

Migrating from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery enables you to use Microsoft Word templates and contract templates.

As a legal contracts administrator, migrate data from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery using the migration script.

Prepare the ServiceNow instance to migrate the data from Legal Simple Contracts to Contract Management Pro for Legal Service Delivery.

Preview and download a signed contract document.

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

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

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.

As a signatory, you can review and sign or decline to sign a contract document.

Employees from different departments in your organization can submit legal requests for the creation or review of contracts with third parties, such as vendors, customers, and partners.

Submit a legal request for a non-disclosure agreement with third parties such as vendors, customers, or partners.

Submit a legal request to the legal team for review and legal support for a sales contract.

Submit a legal request for review of third-party contracts by the legal team.

The Third Party Contract Review form is used to submit a legal request to the legal department to get the third-party contracts reviewed.

As a legal user, modify a legal request to update the request's details or replace the attached contract document with an updated version.

As a legal requester, on receiving the signed contract document from the signatories, add the digital version to the legal request record.

As a member of the legal contracts support team, review and revise a sales contract document as per the requested changes. Upload the revised document to the request and send it to the requester directly from the request.

As a member of the legal contracts support team, review and revise a contract document as per the requested changes. Upload the revised document to the request and send the document to the requester from within the request.

As a member of the legal contracts support team, review and revise a third-party contract document. You can email the revised document to stakeholders to verify the revisions and then send the ready document for e-signature from within the legal request.