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Objectifs

  • Envoi de mails à partir des contrats/documents

Etapes

Pour envoyer des courriels et joindre des documents contractuels connexes directement à partir de LEXZUR :

Ouvrez le contrat souhaité à partir de la page Contrat/Document en cliquant sur son nom ou son ID.


Tous les courriels liés à ce contrat spécifique peuvent être envoyés et suivis sous l'onglet Courriels de la page du contrat.

Click on Compose to start a new message.

First, connect your email to LEXZUR. Choose either Google/Gmail or Office 365, and sign in with your email address


Write the email, choose the subject of your email and the message you wish to send, then click the attach button to attach either a file from your computer or any Lexzur Documents.

You can also create your email template and use it directly while composing an email. Learn more here


Choose the Folder from which you want to select your files, select the documents, and press Attach.


You have the option to respond to the email directly within Lexzur, and also to forward it for further communications.  

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

Thank you!

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