Objectives

• Automate the creation of contract folders.

Steps

Simplify your workflow by automating folder creation for contracts based on types. With this feature, every time you create a new contract, the system will automatically generate corresponding folders tailored to the Type of Contract you've chosen. 

To do so, navigate to the System Settings→ Contracts & Documents→ Folder Templates

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Here you can predefine your own contract folders based on selected type of contract. You can edit or delete any previously defined templates as well.

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Choose the types of contracts that the new template will be applied to, such as Consultancy Agreements, Non-Disclosure Agreements, and so on. You can select all contract types as well.

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You can create, rename, delete, and edit folders by using the mouse right-click option:

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Now, once you generate a new contract the system will automatically create corresponding folders tailored to the type you've chosen.

For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!