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To use this feature, access the System Settings page and navigate to ID Configuration under the contracts & documents section
Here, you can enable the Reset ID feature and select the Reset ID criteria
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- Per Year: Contract IDs will reset and start from 1 again each year when a new year begins.
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- Per Type: Different contract types will have separate ID counts. For example, Contract number 1 may exist for NDA, Purchase Agreement, or CLA, with IDs like
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- NDA-1 and
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- CLA-1.
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- Per Type and Year: IDs will reset based on both criteria. For each contract type, the ID will reset every year.
Choose the criteria that best suit your needs to effectively manage Contract/Document IDs in the system.
For more information on LEXZUR, reach out to us at help@lexzur.com
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