How to Send Emails From Contracts

Objectives

• Send Direct Emails from Contracts/Documents

Steps

To send emails and attach related contract documents directly from LEXZUR:

Open the contract you want from the Contract/Document page by clicking on its name or ID.

All emails related to this specific contract can be sent and tracked under the Emails tab on the contract's page.

Click on Compose to start a new message.

First, connect your email to LEXZUR. Choose either Google/Gmail or Office 365, and sign in with your email address

Write the email, choose the subject of your email and the message you wish to send, then click the attach button to attach either a file from your computer or any Lexzur Documents.

Choose the Folder from which you want to select your files, select the documents, and press Attach. When attaching files from Lexzur documents, the system will now default to the attachments tab associated with the specific matter or contract, however you can still choose to select from iDocs. 

Additionally, users can preview attachments directly within the email drafting process. Clicking on an attachment will convert it to a PDF format, which can then be conveniently previewed in a pop-up window, regardless of the original file type—be it an image, document, spreadsheet, or presentation.

Furthermore, you have the option to respond to the email directly within Lexzur, and also to forward it for further communications.  

For more information on LEXZUR, reach out to us at help@lexzur.com.

Thank you!