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  • How to Specify Contracts First Party




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Objective

  • Specify contracts default first-party

Steps

In Lexzur's latest update, system administrators now Administrators have the ability to set a default value for party 1 within the contracts and document add form, client portal form, and contract templates.

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In order to configure it, click on the Action Wheel at the top right of the page → System Settings Setup & Configuration.

From there, click on Contract/Document default values and define Party 1 in First party default value.

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

Thank you!