Objectives

• Install the Word Add-on
• Setup the integration with LEXZUR
• Use the Addon:
  
  • Add Clauses
  • Add Variables
  • Add Contracts
  • Upload Documents

Steps

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LEXZUR word add-on allows you to easily create and manage document templates to improve efficiency and increase productivity. This Add-on is used to create and automate contract templates and streamline your document workflow.

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Search for LEXZUR for Word in the office store and add it.

Getting Started:

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login login

After you have downloaded the add-on, you have to Log in to connect Word to your LEXZUR account.

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After the integration is made, you will be able to Insert or Add/Insert Clauses, Add Variables, Add Contracts and Upload Documents to the system.

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Add Clauses:

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clause clause

The add-on allows you to either insert predefined clauses into your contract document or add a new clause to the system directly through the Word app.

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Once done press Submit. You can now view your new clause within the Clause library in LEXZUR.

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Add Variables: 

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variables variables

To add a new variable inside your document, click on Variables from the Add-on menu. 

Place the cursor in your document where you want the variable to be inserted, then from the Word Addon page, give this variable a name, type, and press Insert Variable.

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All the variables could be then listed in the Existing Variable tab so that you can choose to add them again within the document.

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Add Contracts: 

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contract contract

Furthermore, you can generate a new contract and create a contract template:

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• As for the " Add Contract Template", read this guide to know more.

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Upload Documents: 

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documents documents

Moreover, the Word add-on enables you to upload this document directly to LEXZUR, you can either upload it to the IDocs Module,  or other modules.

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