"The best contract management tool should be as easy as possible to use for each of our collaborators."
We definitely agree on this. And we also know how complex contracts can be, with clauses that may depend on one condition or another.
That's why Leeway goes even further in customising your templates to allow you to make your contract generation as flexible as possible.
🙌 What for?
You have a contract in which, depending on a certain parameter, this or that clause should be inserted or not. Not practical, we agree.
Our goal? To save you from :
Creating multiple templates (one for case A, one for case B, etc.), or
Leaving all the different options in the template and asking your collaborators to delete one of the options when necessary.
💡 How to do so?
Everything happens from the template.
Let's take the case of a service provision contract, for which the payment clause varies according to the duration of the commitment.
CASE 1 - Clause 1: If the commitment is monthly, the payment will have to be made monthly.
CASE 2 - Clause 2: If the commitment is annual, the payment must be made annually.
We will therefore use the conditional display to set up the display of clause 1 in CASE 1 only and the display of clause 2 in CASE 2 only.
To do this, the two clauses, corresponding to the two possible options, have to be in the contract (see below where article 8.1 is twice in a row: clause 1 for CASE 1 and clause 2 for CASE 2 - depending therefore on the duration of the commitment).
Here we want clause 1 to be displayed only in the case of a monthly commitment (CASE 1) and clause 2 in the case of an annual commitment (CASE 2).
To do this, select the text of the clause to be displayed conditionally. Then click on "Display conditionally" on the black bar that appears:
Click on "Create a new condition" then fill in the fields and determine the rules.
Then save the condition.
Tip: Remember to name the condition in such a way that it is meaningful and that its name makes it easy to understand the rules behind its name.
✅ Check "Save in component library" to allow you to find it and use it again elsewhere.
Then decide "Display if" or "Hide if" to show or hide the selected text depending on whether the chosen condition is met or not.
👉 When the selected text is framed in green: you have chosen "Display if" :
👉 When the text is framed in red: you have chosen "Hide if" :
You can at any time:
Change the rule and decide to finally show/hide by clicking on the condition wheel (purple box above the text).
Delete the conditional display, by clicking on the bin, on the right of the condition bar.
📝 What happens when the contract is created?
Once you have set up the template and inserted the conditional view, collaborators will be able to generate the correct contract as appropriate.
Thus, at the contract creation stage, if the chosen template contains conditionally displayed text, the text display criteria ("Field") will have to be filled in by the member, as below:
So depending on what was selected when the project was created, this or that clause will be displayed or not in the contract.
In our example, if I select "Monthly" when creating my project, the contract will be generated accordingly, with the right clause :
And voilà 👌 A simplified and easy to use template for all!
And if you have any questions or need help, you can contact us via the chat or by email at email@example.com.