Objectives
- Renew
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- a contract
Environment
- Contracts Module
Procedure
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Steps
Upon the contract
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expiration, open the contract page by clicking on its name or ID from the grid.
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Navigate to the top right of the page
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You have one mandatory field: Contract Date
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, and click on the three dots → Renew.
There are some fields to be filled out:
- Contract Date: Choose the date for contract renewal.
- Renewal: Utilize a predefined list, manageable in the Settings, containing renewal type.
- Notify Users: Select
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- specific users
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- who will receive notifications regarding this contract.
- Notify Teams:
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- Choose the
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- team that
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- should be notified
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- about this contract.
When you need to amend a contract, you need to click on the amend button on the top right of the page.
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You have also the option to decide if you want to deactivate or archive the previous contract
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and inherit the
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approval and signature center from the previous one as well.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you! of the previous contract and if you want to inherit the Signature Center of the previous contract.After changing all the information needed click on Save.
