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Objectifs

Etapes

Pour ajouter un nouveau contrat/document, cliquez sur le bouton rapide Créer dans le menu principal.

Nous avons deux options pour générer un contrat : 

        1.Créer un contrat/document à partir d'un modèle

         2.Télécharger un nouveau contrat/document



  • Si vous choisissez « Contrat/Document à partir d'un modèle », vous serez redirigé vers une page où vous devrez choisir le type de contrat et un modèle basé sur ce type de contrat.

 Sur la page suivante, donnez un nom à ce contrat et commencez à remplir le questionnaire.  

Ces modèles peuvent être configurés à partir des paramètres. Pour savoir comment créer des modèles prédéfinis, cliquez ici. here.


The number of these variables and pages depends on the type of agreement and its related template.

Once done, you will be directed to the page of the contract you've created where you can take further actions.


  • If you choose "Upload Contract/Document":

The information that needs to 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 upload your contract/document as well.

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.

Now, start adding the contract information, such as the Contract Name, Parties with their categories, Contract Type, Requester, Date, and so on.

The number of these variables and pages depends on the type of agreement and its related form.

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 LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!


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