Objectives
- Add/Edit contract details
- Add NotesManage Contracts Details
Steps
Once you add your first Contract it will be accessible from the contract grid in the Contract module.
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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
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, 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
In the panel on the left there are sub-tabs to capture items related to this Contract.
Across the top of the page you’ll find the Contract ID and Name, the ability to change , you can change the contract from active to inactive, the ability to you can change the status of the Contract, edit, renew contract, create amendment and export to word.amendments, 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
- Description
Notes
- HistoryNotes:
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 the
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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.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
