How to Use a Custom Agreement as a Project

Using a Completed Custom Agreement in SMVRT Legal

Once your custom agreement is completed, follow these steps to use it effectively within the platform.

Step 1: Accessing the Completed Custom Agreement

• Once a lawyer marks the project as complete, the document is locked and stored in the Custom Agreements dashboard.

• This master copy of the document cannot be edited.

  • "Complete" indicates that the document can not be edited.
    

Step 2: Using the Custom Agreement in a New Project

• To use the custom agreement in a new project, click “+ Start a New Project” in the dashboard.
• Enter a Project Name and a Document Name, and optionally, add a summary.

• Click “Start Project” to initiate the new project.
  

Step 3: Project Workflow

6. The project will function just like a templated agreement workflow. For detailed workflow instructions, refer to this document.

Step 4: Adding Notes to the Master Agreement

7. Users can add notes to the custom agreement, which will be stored on the master file for reference.