Objectives

• Add/Edit contract details 
• Add NotesManage Contract/document Details 

Steps

A Contract/ document Document can be accessed from the Contracts/Documents module 's contract grid once it has been added.

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You can edit or capture more information by clicking on the Contract name, ID, or Contract ID. Contract number.

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 The Contract details, dates, notifications, and people can be captured from the Details tab.

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On the left, there are subtabs sub tabs for capturing items related to this contract. 

Across From 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 the contract, create amendments, and export to wordmuch more.

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In the middle of the screen, you have multiple sections to capture information related to the Contract.

•  DetailsDetails: Main Contract details are entered on the add screen..
• Parties
• 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

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triggers an email notification to the involved parties.

You can tag people 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.

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Along the right side of the page, you have a section for the Dates, where you can find all the contract dates and renewal types. You

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also have other sections related to the People related to this contract,

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Privacy options, and Notifications.

For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!