The Contact Fields function can be useful in case a user wants to insert one client’s contact details into several different wizard sessions, without having to re-type the same data in each of the wizard sessions.

For example, a client asks a lawyer to conduct a contract for purchase of real estate. First, the lawyer will use a specific wizard to conduct an engagement letter for this client, and will insert the client’s contact details into the wizard. Second, the lawyer will use another wizard to fill in KYC form. Third, the lawyer will use another wizard to conduct a contract for purchase of real estate for the client. In the above case, the attorney will be able to enter the client’s contact details into the LegalUp wizards only once, save them, and they will automatically populate the fields in the following wizards sessions that he will fill out for this client.

How to create a contact field in several wizards via Legal-Up Add-in?

1. Open LegalUp Add-In in Word.
2. Click on the wizard you wish to create Contact Fields to.
3. Select the question you wish to create contact field for, and click the pencil icon to edit the question. In this example, we will select the question called “ID number”.
4. Open the dropdown under the heading “Contact Field”, and select “id_number”.
5. Click “Save” in the Add-in.

5. Close this Word document and open a new Word document.
6. Click on the LegalUp icon that appears in the task bar under the tab “Home”, to open the list of wizards you created.
7. Choose a wizard that contains the same question. Here we will choose a wizard with the question “ID number”.
8. Edit the question “ID number” by clicking the pencil icon.
9. Open the menu under the heading “Contact Field” and select “id_number”.
10. Click “Save” in the Add-in.

Both questions are now connected by one contact field. It means that when a user will fill out one wizard session in LegalUp cloud area, with ID number of one contact person, the same ID number will populate the ID number field in the other wizard session he will fill out for the same client. That way the user will not have to type the same number more than once.

The post 5. Create Contact fields appeared first on LegalUp.

Some questions in the questionnaire must appear only if a prior question was answered in a certain way. This is called a ‘question pre-condition’.

1. Choose the question, then go to the ‘pre-condition’ tab

2. Add the condition

The post Question pre-condition appeared first on LegalUp.

What is a multi question form?

A single question asks one question in one screen. However, in some cases you’ll need to ask more questions on a specific matter. For example, when you need information about a party to an agreement, you normally need more information than just the ‘company’s name’.

A multi questions form does exactly this. It allows you to create several fields related to the same entity. Here is an example:

Create a multi questions form

1. Select a ‘multi questions form’ type of question

   

2. Insert a title and an explanation text

   
   
   

3. Create fields

Click ‘Add Field’

Each field will be a ‘sub-question’ in the multiple questions form.

Then, create the wording of each field as if it’s a separate question (it will actually become a sub-question).

If you want to see all fields created in one place, click on the fields arrow to close them. This is how it will look like:

Important: Press ‘Save‘

The post Multi questions form appeared first on LegalUp.

A document automation wizard guides the user through the process of the document creation, by presenting:

• Dynamically selected questions (and possible answers), and
• Adaptive clarification texts to explain to the user in his native language how to best answer each question.

At the end of the wizard, the template will be automatically populated with the right fields and wordings, and a customized document will be automatically generated and adapted to the selected answers.

The wizards are executed in a web browser on the user’s devices which may be any home computer, smartphone tablet and/or the like.

Steps for creating a new document automation wizard:

1. Open your template in Word
2. Open the Plug-in
3. Click ‘create a new wizard’ button
4. Create your questions
5. Define your variables
6. Create your alternative clauses
7. Save

After you finish creating your wizard, it will also be accessible through LegalUp’s Cloud.

The post 1. Create a new document automation wizard – intro appeared first on LegalUp.

Add a question

• Click on the ‘+’ icon to add a new question

• Select whether the question is a single question (for one question per each screen) or a multiple question form (for multiple questions per each screen). Note that the default is set on a single question.

Learn more on Multiple question form – here

Create the Question Title

Create a short, 1-2 words title to your question, such as ‘Name’

Insert the question text

Type the question, such as ‘What is the Company’s name’?

Type explanation text

Select a question type

Select one of the following types:

Single-line text box

An open field to be inserted by the user.

Single-line text box example:

Multiple choice (checkbox)

Checkbox question pre-defines a set of answers from which the user can select a few answers (i.e. more than one answers is possible) by clicking ✓

Multiple choice (radio buttons)

A radio buttons question present the user with a few options from which he can choose only one.

Multiple choice (dropdown)

A dropdown question presents the user with many options from which he can choose only one. It is recommended to use dropdown questions instead of radio button questions where there is a longer list of possible answers.

A Party Question

A party question enables the user to choose first whether the applicable entity is an individual or a corporation when answering a specific question. The different fields in this question will vary based on whether the entity is an individual or a corporation. Similarly, the text shown in the generated document can vary depending on whether the entity is an individual or a company.

Date questions

for which the answer is a certain date

Attachment questions

Enables the user to upload files. When the user will finish answering the questionnaire, he will be able to download the generated document + the file he uploaded.

Question condition

Learn more how to insert a pre-condition to a question

Test drive your questionnaire

The post 2. Create the questionnaire appeared first on LegalUp.

In the context of document automation, a variable is always an answer to a specific question in the questionnaire that should be placed somewhere in the document.

How to add a variable to the document?

Make sure that you created the right question – one that its answer is exactly the variable that should be inserted to the document.

For example: If you wish to populate the ‘company’s name’ in a specific place in the document, make sure one of the questions in your questionnaire is ‘What is the Company’s Name’?

Then, put the mouse exactly in the place in the document where you want the variable to be populated, or mark a word that you want to be replaced with the variable;

Click on the hamburger icon in the Add-in- choose ‘Add variable’;

Select the right question from the list of questions;

The designated place in the doc where the variable will be populated will be presented with a blue variable mark.

Note that, to save time, you can copy and paste the same blue variable mark in many places in the document to auto populate the specific answer at one time.

The post 3. Add variables appeared first on LegalUp.

To help you customize your template, LegalUp allows you to define alternative wording options and insert the one that’s best for your document. That is what we call an “Alternative Clause”.

To insert an alternative clause:

1. Choose the clause in the ‘clauses map’ and

Click the ‘+’ button

Choose the clause you are interested in creating an alternative to. You will see that the right clause in the clauses map is highlighted. Then, click the “Add” button to add an alternative clause.

2. Insert your alternative wording

Insert your alternative clause language in the designated “alternative clause” space that will be opened on the left side.

Note that the original clause becomes Clause 1/2 now and a new, temporarily untitled clause opens up as clause (2/2) – this is the place for your alternative clause. Type there your alternative clause text.

This is how it reflects in the plug-in.2. Rename the new alternative clause

Rename your alternative clause title by marking the ‘untitled’ name and changing it to the name you wish to give to your alternative clause.

Important: Click save in the plug-in.

3. Create a condition for the appearance of the alternative clauses

Click the ‘setting’ button in the right clause

Then configure what are the conditions under which the alternative clauses should be presented; i.e. which answer to which question triggers the appearance of the clause.

Important: Click save in the plug-in.

How can I test that the right alternative clause will be inserted to the final document?

Go to LegalUp Cloud, choose the wizard, answer the questionnaire and make sure the right text is shown based on your answers.

The post 4. Create Alternative Clauses appeared first on LegalUp.

A phrase is a word, couple of words or a sentence that should be inserted to the document only under a certain condition.

For example:

In a Services Agreement, there is an option that the Contractor will issue reports on a weekly basis or on a monthly basis. This is dependant upon the answer to the question “reports” in the questionnaire.

In that case, the word “weekly” will be defined as a phrase, and the word “monthly” will be defined as an alternative phrase.

How to insert a Phrase into the document?

1. Mark the word/s that you wish to create a “phrase” from.
2. Go to the hamburger icon in the Add-in and select ‘add phrase’.
   
3. The selected words will become the first alternative. Insert the second wording alternative to the alt#2 option that has been opened for you.
   
4. Click ‘save’ in the Add-in (the plug-in)
5. In order to define the conditions for the appearance of the phrases in the document, go to the right clause in the ‘Clauses’ tab in the Add-in. You can just mark the clause in Word and the system will automatically mark the right clause on the right Clauses map.
6. 
   Click on the arrow in the right clause, and then on the phrase itself.
7. 
   Insert the different phrases conditions.
   

The post 5. Add A Phrase appeared first on LegalUp.