Objectives
Steps
In LEXZUR, you can customize contracts workflows to replicate the legal processes in your office Anchor add workflow add workflow
Add Workflow:
First, go to the System Settings, then Manage Workflows under the Contracts & Documents settings.
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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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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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Tip |
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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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