Objectives
- Install the Word Add-on
- Setup the integration with LEXZUR
- Use the Addon:
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This Add-On can be installed from the app source store from Microsoft Word per user and also can be installed be installed per Organization in Microsoft Word Web or Desktop application. |
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| Learn more about how to install |
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| the add-on |
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From the Insert menu within your Word document, click on Get Add-ins.
Search for LEXZUR for Word in the office store and add it.
Getting Started:
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After you have downloaded added 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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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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Variables might be added to create Templates from the Word add-on. These are the fields that will be filled in by the user later on when filling out the questionnaire. Learn how to create Contra Templates in this guide. |
Place the cursor in your document where you want the variable to be inserted, then from the Word Addon page, give this variable a name, type, and press Insert Variable.
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- As for the " Add Contract Template", read this guide to know more.
Upload Documents:
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Moreover, the Word add-on enables you to upload this document directly to LEXZUR, you can either upload it to the IDocs Module, or other modules.
Therefore, name the document, and select the destination folder or the name of the Matter/Contract/IP/Client.
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