How to automate your first customized contract template?


Estimated time needed: < 5 minutes

Role required: Any role


This article explains how an user utilize customized contract template to create dynamic contract generation and automation. It takes less than 5 minutes for an user to automate a contract from document generation, e-sign, e-pay, and storage. Here are the step by step instructions.


  • Step 1: Log in aiLegal portal, click "Automation Hub", and click "Automate" from file section.

  • Step 2: Locate a customized contract template for automation and name the new contract with your preference.

  • Step 3: A new contract dynamically created based on real-time data entry, pursuant to the configuration defined in the contract template.

Input data for Buyer(s) dynamically.

Address information for parties is auto filled with google technology.

Review and edit variables in terms. The default values defined by templates will be displayed.

  • Step 4: Review and edit the content of "terms and conditions" defined by the contract template.

  • Step 5: Add attachments if any.

  • Step 6: Generate a contract based on real-time data entry.

  • Step 7: Upon approval, the generated contract can be downloaded in PDF or Word.

  • Step 8: Issue the contract for automation of e-sign and e-pay.

aiLegal reads the new contract and automates the places for signatures and all signers' email. Therefore, aiLegal is able to execute the contract per the terms. You can also add a recipient to receive a copy.

Request the Buyer's payment.

  • Step 9: Issue the contract. aiLegal automates and monitors the contract automation processes from e-sign, e-pay, search and track, analysis, reminder, audit and storage.


Congratulations!!! You just successfully automate your first customized template!


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