Child pages
  • How to Manage Contracts in Lexzur




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You can also create and manage the Folder structure and Upload Documents through the Attachments Tab. The LEXZUR Editor is an efficient tool to help you manage document versions related to a specific contract. 

Image RemovedImage Added


Once done, make sure to change the "To Be Approved" and "To Be Signed" options to "yes" so that your contract is now ready for approval and signature.

Image RemovedImage Added

The next step is to identify the list of approvers and signees. This can be done manually from the Approval Center and Signature Center. However, the list of approvers and signees can be configured based on predefined business rules from the Legal Team.

...

Once the contract is approved by everyone, it should be signed. The list of signees could use LEXZUR or DocuSign, Adobe Signature Workflow, or other signature workflow. Once signed, the contract is saved and can be retrieved easily.

Image Removed

...

Image Added

Another important feature available in Contra is the Milestones which will help you log the milestones and deliverables of every contract. There are also two workflows for every milestone: a general one and a financial one.

...

Moreover, you can log time, add expenses, and set all the reminders related to this contract, and the concerned people will receive notifications prior to before the due date.

Furthermore, you can now send your contracts by Email and track all the related email conversations.

...