Objectives
- Manage Contracts Details
Environment
- Contracts Module
Procedure
Once you add your first Contract it will be accessible from the Contract grid in the contract module.
Click on the Contract name or Contract ID to open its page and edit or capture more information. You can capture information regarding Contracts details, dates and people.
In the panel on the left there are sub-tabs to capture items related to this Contract.
- Add/Edit contract details
- Add Notes
Steps
A Contract/Document can be accessed from the Contracts/Documents module once it has been added.
You can edit or capture more information by clicking on the Contract name, ID, or number.
The Contract details, dates, notifications, and people can be captured from the Details tab.
On the left, there are sub tabs for capturing items related to this contract.
From the top of the page, you can change the contract from active to inactive, you can Across the top of the page you’ll find the Contract ID and Name, the ability to change from active to inactive, the ability to change the status of the Contract, edit, renew contract, create amendment and export to wordamendments, and much more.
In the middle of the screen, you have multiple sections to capture information related to the Contract.
- Contract Details: Main Contract details entered on the add screen.
- Status CommentParties
- DescriptionComments:
Notes
- History
The Notes section can be used for collaboration and updates. Collaborators and the Legal Team can
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communicate through
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Notes.
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Each new comment triggers an email notification to the involved parties.
You can tag people
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in the notes. The system will automatically suggest relevant individuals for tagging, such as assignees, requesters, watchers, or contributors, organized alphabetically.
Anyone not on the suggested list will be categorized as ‘undefined’ but can still be mentioned.
Along the right side of the page, you have a section for
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the Dates, where you can find all the contract dates and renewal types. You also have other sections related to the People related to this contract
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, Privacy options, and Notifications.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!