Objectives
- Renew and amend a contract
Steps
When Upon the contract is expired, you have to click on the contract name or contract ID on expiration, open the contract page by clicking on its name or ID from the grid.
Click on Renew on Navigate to the top right of the page, and click on the three dots → Renew.
You have one mandatory field: Contract Date
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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.
You have also the option to decide if you want to deactivate or archive the previous contract and inherit the approval and signature center from the previous one as well.
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You can select/unselect the checkbox if you want to deactivate the previous contract, if you want to inherit the Approval center 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.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
