Objectives
- Upload Contracts in Lexzur
Steps
- Open the Contra Module
- Click on the Create button in the navigation menu and choose Upload Contract/Document
- You will be directed to a page where you need to provide details related to the contract you’re uploading.
- Start by selecting the contract type and, if applicable, the subtype.
- Then, upload the contract file or any related documents by either dragging and dropping them or clicking the blue upload icon.
- After adding your document, you can set the approval and signature permissions on the fly.
- Choose the Form
The "Form" dropdown determines which data entry form you'll complete on the next step. These forms can be configured with specific required or optional fields tailored to each contract type—allowing users to input relevant contract metadata during the upload process. If no custom form is available, the system will use the default form.
Learn more about how to create Forms here.
- Click Next to continue.
- On the following page, the selected form will appear, prompting you to fill in key details such as contract name, involved parties, effective date, assignee, contract value, and more.
You can use the AI-powered Smart Upload option to automatically analyze the uploaded file and extract its metadata.
If Lexa AI Assistant is enabled on your instance, refer to this guide to learn more about how it works.
- Once complete, click Save.
The contract will be created in Lexzur with the entered metadata and attached files, and the contract page will open automatically for review.
You can always find this contract later in the contract grid.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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