Objectives:
- Access the Approval Center
- Add/Edit Approvers
- Approve/Reject Contracts
Steps:
1. Access the Approval Center:
Open the Word document.
Click on the "Contract" button, to launch the Lexzur Add-on
Select "Approval Center."
Choose the contract you want to work with by searching or selecting from recently viewed items.
2. View and Modify Approval Details:
The approval workflow for the selected contract will appear.
If an approval process exists, you'll see all details, including status and approvers.
If no approvers have been added yet, or the process is still in draft, you can add or edit it.
3. Add/Edit Approvers:
Click "Add/Edit Approvers" > "Add Approver."
Select the approver type (User, Collaborator, User Group, etc.).
Choose the approver’s name, add a label or summary if needed.
You can add multiple approvers at the same level (anyone can approve) and use approval order for a step-by-step approval process.
Add as many approvers as required, then click Save. These changes will sync with the main system.
4. Approving a Contract via the Add-on:
When it’s your turn to approve, you’ll receive an email notification.
Click on the Actions Approve or Reject to be directed to another page where you can check the contract document.
Download the contract document from the email, by clicking on its name.
Open it in Word, launch the Lexzur Add-on, and go to "Approval Center."
Select the contract, review the word document, and click Approve or Reject.
The approval status will be updated in Lexzur accordingly.
For more information about Lexzur, kindly reach out to us at help@lexzur.com
Thank you!
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