Objectives
- Create Contract from template
- Upload Contracts/DocumentsGenerate a contract/document in the database
Steps
To add a new contract/document, click on the quick New Create button in the main menu of the application.
We have two options to generate a contract:
...
- If you choose "Contract/Document from Template", you will be redirected to a page where you have to choose the type of contract and choose a template based on this contract type.
Anchor contrafromtemplate contrafromtemplate
On the following page, give this contract a name, and start filling in the questionnaire.
| Tip |
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These templates could be configured from the settings. Learn how to create the predefined templates here. |
The number of these variables and pages depends on the type of agreement and its related template.
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- If you choose "Upload Contract/Document":
Anchor uplaodcontra uplaodcontra
The Add form of a Contract has the basic data information that needs to be inserted.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 First, upload your contract/document :
as well.
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There is a Default Form that could be used in case you haven't created your own form. |
After adding your document, you can set the approval and signature permissions on the fly.
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.
so on.
The number of these variables and pages depends on the type of agreement and its related form.
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Learn more about how to create Forms here. |
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!
