Objectives

• Install the Word Add-on
• Setup the integration with App4LegalLEZXUR
• Use the Addon:
  
  • Add Clauses
  • Add Variables
  • Add Contracts
  • Upload Documents

Steps

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App4Legal LEZXUR word add-on allows you to easily create and manage document templates to improve efficiency and increase productivity. This Add-on is used to create and automate contract templates and streamline your document workflow.

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From the Insert menu within your Word document, click on Get Add-ins.

Search for App4Legal LEZXUR for Word in the office store and add it.

Getting Started:

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After you have downloaded the add-on, you have to Log in to connect Word to your App4Legal LEZXUR account.

You will be asked to enter the credentials of your App4Legal LEZXUR account for the integration to happen.

After the integration is made, you will be able to Insert or Add/Insert Clauses, Add Variables, Add Contracts and Upload Documents to the system.

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Add Clauses:

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clause clause

The add-on allows you to either insert predefined clauses into your contract document or add a new clause to the system directly through the Word app.

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Once done press Submit. You can now view your new clause within the Clause library in App4LegalLEZXUR.

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Add Variables: 

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variables variables

To add a new variable inside your document, click on Variables from the Add-on menu. 

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All the variables could be then listed in the Existing Variable tab so that you can choose to add them again within the document.

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Add Contracts: 

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contract contract

Furthermore, you can generate a new contract and create a contract template:

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• As for the " Add Contract Template", read this guide to know more.

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Upload Documents: 

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documents documents

Moreover, the Word add-on enables you to upload this document directly to App4LegalLEZXUR, you can either upload it to the IDocs Module,  or other modules.

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Therefore, name the document, and select the destination folder or the name of the Matter/Contract/IP/Client.

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For more information about App4LegalLEZXUR, kindly reach out to us at help@app4legal.com.

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