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After you have downloaded the add-on, you have to Log in to connect Word to your LEXZUR account.
You will be asked to enter the credentials of your LEXZUR 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.
Add Clauses:
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From the Insert Clause section, search for the name of the clause, and click on it.
The content of this clause will be added to your document, thus reducing the effort and time in adding repeated and common contract clauses.
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You just need to specify if the new clause is for all contract types or choose one type and give it a name.
You can also set this clause as private and allow some users to edit it.
Once done press Submit. You can now view your new clause within the Clause library in LEXZUR.
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The variable is added to your document with special characters to be readable by the system.
You can customize these characters from the App Variable option, specify the start and end characters and update your changes.
All the variables could be then listed in the Existing Variable tab so that you can choose to add them again within the document.
Add Contracts:
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To Create a new contract, you can either generate a contract from a template or upload contracts.
- The “Create contract from a questionnaire” option is just the same as adding a contract using a predefined template from the system.
So, choose the document type, and based on this type, select the template that you will use, name this document, and press on Next.
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