This article covers the creating new contract records from scratch or importing legal agreements originating outside your enterprise.
New Contract Record Creation in the OnitX CLM Word Add-In
The blue plus context menu at the bottom of the Home screen allows users to quickly create contracts via an Onit launch form for e users to fill out. This feature saves time by allowing users to work inside Microsoft Word to make new CLM records rather than having to switch to OnitX CLM via a web browser.
Fill out all required data about the new contract you intend to create. Based on the contract type selected, some field may conditionally appear.
Choosing the Other Part(ies) you are contracting with draws from the parties stored inside OnitX CLM, but users may create new parties in this launch form as well.
Before submitting the request, users can add supporting documents which may be necessary or helpful for this contract.
After the contract has been submitted, users can close the launch form to return to Microsoft Word and the newly-created contract.
The Add-In will refresh and users will now see the new contract document and any supporting documents added via the launch form available to open in Microsoft Word.
Selecting the contract document version will launch the contract in a new instance of Microsoft Word.
Third Party Paper Record Creation in the OnitX CLM Word Add-In
It is very common for users to agreements from counterparties. Onit has made it easy to take these third party agreements and create records in their contract portfolio.
The process for creating these records begins from the blue plus context menu on the Word Add-In Home screen and is nearly identical. When the Third Party Paper radio button is selected from the launch form, users are required to submit the external contract document to upload into OnitX CLM. Just like with new contract creation, Other Parties are required.
On the Add Attachments tab of the launch from, select the Third Party contract document and click Submit Contract Request.
After the contract has been submitted, users can close the launch form to return to Microsoft Word and the newly-created contract from a counterparty.
Selecting the imported Third Party contract document version will launch the contract in a new instance of Microsoft Word.
