---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create a legal contract intake workflow

# Create a legal contract intake workflow {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Create a legal contract intake workflow by creating a record producer and configuring
base system settings so that employees can request the legal department's guidance on legal
contracts.

## Antes de Iniciar

Role required: sn_lg_contracts.contracts_config, admin

## Por Que e Quando Desempenhar Esta Tarefa

The legal support for a contract request works based on a workflow, so you must
provide specific information while setting up the intake process.

## Procedimento

1. Create a record producer for a new contract type.  
   For more information, see [Create or modify a record producer for legal services through Classic environment](https://www.servicenow.com/docs/IwAMVedR7~MPncn5MzRMpg "Create or modify a record producer to define an intake form for a legal request. Employees can use these intake forms on the Legal Service Portal to submit legal requests."). On the form, you must provide the following specifications in the record producer for a new contract type:
   1. In the Table name field, select the General Contract Support \[sn_lg_ops_general_contract_support\] table.  
      The contract workflow is associated with the General Contract Support table.
   2. Set the contract_type field to a contract type name such as <kbd class="ph userinput">NDA</kbd>, <kbd class="ph userinput">MSA</kbd>, or <kbd class="ph userinput">SOW</kbd>, if you wish to set up the intake form to select specific contract type.  
      For example, to set the contact type to NDA, enter the following code:

          current.contract_type = 1;

   3. If the contract requires the signature of outside parties, in the Variable Sets related list, click Edit and add the External signatory details variable set.
   {#create-legal-contract__substeps_nv3_qsd_h5b}
2. Add a new intake form in the Contracts practice area.  
   For more information, see [Add an intake form to a practice area](https://www.servicenow.com/docs/njd_XlD3BdXkqNuu~5_4pA "Add an intake form to a practice area to associate it with a record producer and define assignment rules and service level agreements."). Ensure to provide the following details in the respective fields.
   1. From the Type drop-down list, select Request.
   2. In the Options field, select Assigned To field not mandatory.
   3. For third-party contract intake form, the Generate Document from Template option must not be enabled.
   4. From the Request record producer field, select the record producer created in the Step 1 to associate with the intake form.
   {#create-legal-contract__substeps_prh_4wd_h5b}
3. Create legal contract templates.  
   * For more information, see [Legal contract templates](https://www.servicenow.com/docs/~kfetBrqJBqD9fPu8PpuBQ "Create document templates to generate contract documents depending on various request types.").
   * In the Conditions, you must select the new category added for the new contract.
   {#create-legal-contract__ul_uqk_v5z_b1c}
4. [Configure a rule for selecting a legal contract template](https://www.servicenow.com/docs/t_iVOMX7Hm38IaLF~lX6_Q "Configure a rule to identify and use the correct legal contract document template based on the submitted legal request and generate a contract document for the requester.") when a legal contract request is being created by a user.
5. Configure the settings in the Standard Ticket Page for legal requests.  
   Nota:  
   The following settings must be updated in the Legal Simple Contracts application scope.
   1. Navigate to Standard TicketStandard Ticket Configuration.
   2. Select the sn_lg_ops_request ticket configuration.
   3. On the Ticket Configuration form, select Documents in the Tab Configuration related list.
   4. On the Tab Configuration form, add the condition \[Category\]\[is\]\[\<CategoryName\>\] in the Visible field, where \<CategoryName\> is the category created for the new contract.
   5. Click Update.
   6. Repeat steps 5c-5e for the Preview tab configuration.

   {#create-legal-contract__substeps_t1y_wtq_h5b}  
   For more information, see [Configure the standard
   ticket page](https://www.servicenow.com/docs/access?context=configure-st-page&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US)