Objectives
Steps
In App4LegalLEXZUR, you can customize contracts workflows to replicate the legal processes in your officeAnchor add workflow add workflow
Add Workflow:
First, go to the System Settings, then Manage Workflows under the Contracts & Documents settings.
From this page, you will be able to manage and add your workflows.
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You need to provide the name of the Workflow and which Type of agreement(s) it applies to.
Add Workflow Statuses:
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Once the new Workflow is added, you must now assign statuses to it. Therefore, click to add statuses
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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.
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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.
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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:
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Once adding the new Workflow, you can now manage and customize it.
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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.
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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.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalat help@lexzur.com.
Thank you!
