Objectives

• Create Contract from template
• Upload Contracts/DocumentsGenerate a contract in the database

Steps

To add a new contract/document, click on the quick New  Create button in the main menu of the application.

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We have two options to generate a contract: 

1. Create a contract/document from Template

2. Upload a new Contract/document

• If you choose "Contract/Document from Template", you will be redirected to a page where you have to choose the type of the contract and choose a template based on this contract type. 

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 On the following page, give this contract a name, and start filling in the questionnaire. 

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The number of these variables and pages depends on the type of agreement and its related template.

 These templates could be configured from the settings.

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• If you choose "Upload Contract/Document":

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The information The Add form of a Contract has the basic data that needs to be inserted.

First, upload your contract:

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be filled out here could also be referred to a predefined form.

So, specify your Document Type, Sub Type if any, and choose the predefined Form.

And upload your contract/document as well.

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After adding your document, you can set the approval and signature permissions on the fly.

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NowThen, start adding the contract information, such as the Contract Name, Parties with their categories, Contract Type, Contract NameRequester, RequesterDate, and Date.

• Type: A customizable drop-down list to choose the type of the contract
• Subtype: A customizable drop-down list to choose the subtype of the contract
• Name:  The name of the contract
• Requester: the person who requested this contract

After filling in all the information needed click on Submit.

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so on.

The number of these variables and pages depends on the type of agreement and its related form.

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Once done, you will be directed to the page of the contract you've created where you can take further actions.

For more information about LEXZURFor more information about App4Legal, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!