Overview
Third Party Contracts allow you to upload and manage contracts received from external parties such as vendors, customers, or partners. Instead of handling these contracts manually, you can upload the document, capture key details through a structured form, and store it centrally in Legistify for review, approvals, and tracking.
Step-by-Step Guide to Initiate a Third Party Contract
Step 1: Start a New Contract
1. Navigate to the left-hand menu and click New
2. From the available options, select Third Party Contract
3. This option is used when the contract is drafted by an external party
Step 2: Select the Contract Type (Contract Template)
1. Use the Select Contract Type dropdown
2. Choose the appropriate template, such as:
NDA
MSA
Service Agreement
Any other organisation-defined template
3. The selected contract type determines:
The structure of the form
The meta fields that need to be filled
4. Once selected, you are redirected to the contract creation form
Step 3: Upload the Third-Party Contract and Fill in Contract Details (Meta Fields)
1. Uploading the third-party contract document is mandatory
2. This uploaded document becomes the primary contract file
3. After selecting the template, the system displays meta fields specific to that contract type
4. The form may differ depending on the selected template
Key things to know about the meta fields:
Each field is clearly labelled
Mandatory fields are marked and must be completed
Help icons are available where additional guidance is needed
What you need to do:
Upload the third-party contract document
Fill in all required contract details
Upload any supporting or reference documents if applicable
Ensure all key values needed to manage the contract are captured
Step 4: Configure Additional Contract Settings (Optional)
1. Add Labels to categorise and organise the contract
Read more: Learn how to organise contracts using labels for easier tracking and filtering
2. Assign Followers to keep relevant stakeholders informed
3. Set Approvers to define the contract review and approval workflow
Read more: Learn how to set up approvers to manage contract review and approval workflows
4. Use Import to pull data from an existing contract, if required
Step 5: Draft Auto-Save and Progress Tracking
1. The contract is automatically saved as a draft while you fill in details
2. This ensures no information is lost
3. Use the progress indicator on the side to:
Track completed sections
Identify remaining fields
Step 6: Submit and Initiate the Contract
1. Review all entered details for accuracy
2. Click Submit to initiate the contract
3. Once submitted, the contract is stored in the Repository
4. From the Repository, the contract can be:
Viewed
Edited
Reviewed
Sent for further actions
Read more: Learn how to store, view, and manage all your contracts in the Repository.
Conclusion
Third Party Contracts help you bring externally drafted agreements into a structured contract management workflow. By uploading the contract, selecting the appropriate template, and filling in guided details, you can ensure better visibility, smoother reviews, and consistent tracking. Automatic draft saving, progress tracking, and optional configuration features make managing third-party contracts simple and reliable.