How to Create a Contract from Template

Objectives:

• Draft a contract using predefined template

Steps:

If you want to draft a contract using your own predefined format, Lexzur allows you to generate contracts directly from configured templates

• Access the Contra Module from the main navigation menu

• Click Create, then choose Contract/Document from Template.

• Select Template
  You’ll be taken to a new page where you need to:

  • Specify the document type – This step is required, as each contract type may have its own set of templates.

  • Based on the selected contract type, the system will display the list of available templates.

  • Select the template you want to use. (If no templates appear, you can click on New Template to create one from the settings.)

• Fill Out the Questionnaire

  • You’ll see a split-screen view: the contract document on the left, and a dynamic questionnaire on the right.

  • Start filling in the required details—such as contract name, party names, dates, etc.

  • As you complete each field, the contract will update in real time to reflect your inputs.

• Submit and Generate
  Once you’ve filled in all the required information, click Submit.

The contract will be generated in Lexzur, including the completed document as an attached file. You will be automatically redirected to the contract page where you can proceed with further actions.

The contract will also appear in the contracts grid for easy access anytime.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!