Objectives
Learn how to link existing contracts together for better visibility.
Understand how to create and link new contracts directly from a contract record.
Steps
Open the Contra Module.
From the All Contracts grid, open the contract you want to work with.
Open the Related Contracts/Documents tab.
Use the Search option to look up an existing contract by name.
Select the contract and click Add Relation.
Create a New Linked Contract (if it doesn’t exist)
If the contract you want isn’t in the system, you can add it instantly:
Click Add Related Contract.
Choose how you want to create it:
From a Template
By Uploading a File
The new contract will be created and automatically linked to the current one.
It will also appear in the All Contracts grid for future reference.
From the Related Contracts/Documents tab, you can view:
The list of linked contracts along with their details
Their current status
A link to directly access the contract page.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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