Objectifs
Etapes
Dans Lexzur, Contra i est un produit de collaboration qui permet aux équipes de partager des contrats avec des personnes externes ou des collaborateurs impliqués dans le processus de cycle de vie du contrat à travers le portail client.
Via le portail, les collaborateurs disposant d' une licence de collaborateur ,peuvent approuver et signer des contrats.
Comment accéder au portail client ?
D'abord, l'administrateur doit vous ajouter en tant qu'utilisateur du portail client .
Vous recevrez une notification par mail, pour rejoindre le portail client.
vous trouverez dans ce mail , le lien pour créer votre mot de passe. Une fois que vous avez créé votre compte, vous pouvez vous connecter au portail client.
- Both the Client Portal URL and the link embedded in the email will redirect you to the Client Portal Login Page. Sign in using your credentials to access the portal.
Collaborate on Contracts from the Portal:
As a collaborator, you can access the list of contracts that you’re involved in, view the contracts that are waiting for your approval and signature, and communicate with all the related parties to this contract.
Navigate to the Contracts grid, where all your contracts will be listed.
You can search for contracts using quick filters like the ID, name, status, etc. And export the list to Excel for reporting purposes if needed.
Once the legal team adds you as an approver or signee to this contract, it will appear in the Approval Center and Signature Center respectively.
- Click on the contract ID to open its page (either from the Contracts grid in the portal or from the notification email)
- Review the contract from the Attachments tab.
- To approve a contract go to the Approval Center, you can start the negotiation, by clicking on the blue icon, this negotiation will be visible to the related users from the contract team.
- Click on the green tick to approve or the red cross to reject the contract along with your comments
- To sign a contract go to the Signature Center, you can sign the contract either with DocuSign, Adobe Sign, or any digital signature based on the workflow defined by the contract team.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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