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Dans LEXZUR, vous pouvez personnaliser les flux de contrats pour reproduire les processus juridiques de votre bureau.
Ajouter un flux de travail :
Tout d'abord, allez dans les Paramètres du système, puis dans Gérer les flux de travail sous les Paramètres des contrats et des documents.
À partir de cette page, vous pourrez gérer et ajouter vos flux de travail.
Un flux de travail par défaut (flux de travail du système) est utilisé lorsqu'aucun flux de travail n'est sélectionné.
La roue des actions en haut à droite vous permet de modifier un flux de travail ou de le supprimer.
Pour ajouter un nouveau flux de travail, cliquez sur le signe (+) à côté des flux de travail.
Vous devez indiquer le nom du flux de travail et le type d'accord auquel il s'applique.
Add Workflow Statuses:
Once the new Workflow is added, you must now assign statuses to it. Therefore, click to add statuses
Choose from the list of predefined statuses or add new ones on the fly.
Adding a new status requires specifying some details such as its name, category, and type.
Statuses should be nested under one of the three main categories: Open, In Progress, and Done.
Statuses could also be Global or Transitional. By default, all the added statuses will be Transitional unless you check the Global type.
Transitional statuses allow you to customize your workflow based on different transitional steps including transition screens, notifications, and permissions.
Global means allowing other statuses to transition to the created status
Additionally, all workflow statuses will be listed on a separate page, that could be accessed from the Statuses hyperlink on the top of the page.
Here you can also add new statuses, edit, or delete the existing ones, and track all the statuses with their type and categories.
Manage Workflows:
Once adding the new Workflow, you can now manage and customize it.
Start Point Status, is the first workflow status of the contract once created.
You have the option to add, view, edit, or delete transitions associated with the Transitional statuses at the status level.
Learn more about Transitional Workflows, and how to customize your workflow here.
The workflows will then be automatically assigned in contracts when they match the criteria of the workflow.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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