Start a Contract Request (or Task)
Users with the Requestor role, can create contract requests. Navigate to the
Contracts menu and select the
Step 1. Requested Contract Details
Lextree will display Step 1 of the request process.
Select one or more counterparties to the contract. If the other party is not available in the list, select Add a New Option.
Select the type of contract. This list is maintained by Admin users in the Settings menu.
Enter a brief summary of the contract.
Select your organization's subsidiary or affiliate which will enter the contract.
Select the department assigned to this contract.
Any custom fields your Admin users created will appear here. In this screenshot, for example, "Business Group" is a custom field. It will not appear in your version of Lextree.
Select any tags that apply to the contract.
Select one or more Groups of users that will have access to the contract.
Enter any notes about the contract.
Step 2. Assign the Contract Request Task
Lextree will then display Step 2 of the request process. This information is specifically for the task requested.
Enter a title for the task. We recommend short, specfic titles like, "Approve term sheet."
Assigned Task Workflow
Choose the task workflow process for this request. The list of available options is maintained by Admin users in the Settings menu. Lextree will automatically manage the workflow process selected.
Enter the label of the document.
Select the type of document requested.
Enter the due date for the task.
Enter any notes about the task itself.
Select this checkbox to upload a document to Lextree related to the request. For example, if the other party provided a draft agreement, you can upload that with the request.
You initiated the contract workflow. Lextree will route the request (or task) based on the Task Workflow setup in the Admin area. Once you complete Step 2, Lextree will display the task details.
You can access the request any time in the
View > Tasks menu.