Quick Tour of Lextree for Contracts


This video provides a quick overview of the major areas of Lextree for Contract Management.

The pages that are visible depend on the User’s Role. Not all pages are available to all Roles. The visible records, like contracts, documents, and tasks, depend on the Groups to which the User has access. You can use Groups and Roles to control what Users can access and what they can do in Lextree.

Dashboard

The dashboard provides an overview the contract portfolio limited by the User’s permissions.

The Dashboard shows Contracts by Type, contracts expiring soon, recently updated contracts, pending alerts, and in progress tasks.

Contracts

The Contracts menu is the primary contract repository. All active contracts accessible to the logged in User are displayed here.

You can perform several functions from the Contracts page. Not all functions are available to all Users based on their roles.

Add Contract

To add a new contract, select the + Add button. Only Users with the Editor role can access the + Add button.

Request Contract

To start a new contract request, select the Request button. Only Users with the Requestor role can initiate a contract request.

Search

To search for a contract, enter one or more terms in the search box and select search. Lextree will search the metadata associated with the contract record and display the results.

Show or Hide Columns

To hide or show columns, select the Columns button. Check the box with the column label you want to view; uncheck the label to hide the column. The available columns are dynamic and depend on the table display.

Filter the List

To filter the list of contracts, select the Add filters button. The filters are flexible and powerful search parameters.

The left hand field refers to the column header. The middle field is an operator, like “contains” or “is”, and the right hand field is a text box for your search term.

Using the filter with date fields opens additional options. For example, you can search for contracts expiring during the next nine months.

View

The View menu contains access to data in Lextree outside the focus on a single contract record. For example, you can view all parties to your contracts, all contract documents, all alerts, and all tasks in one place.

Parties

To view a list of all parties to your contracts, navigate to View > Parties. Select the name of the party to see detail information about the party, including contact information and a list of all the contracts you have with that party.

Documents

To view a list of all documents across your entire contract portfolio, navigate to View > Documents. Use the search or filter to find the documents with which you want to work.

Alerts

When you navigate to View > Alerts, you will see a calendar view of all alerts. You can access a list of all upcoming alerts by selecting the Alerts tab.

Tasks

We cover tasks more in depth in another video. In View > Tasks, you can access Tasks that are In Progress, Completed, Cancelled, and Assigned by the Logged In User.

Archive

In View > Archive you can see all the contracts will have been archived. An archived contract does not appear in the main contract repository. All alerts and tasks are stopped as well.

You can restore a contract from the archive by checking the box next to its name and selecting the restore button.

Reports

Flexible reports are available under the Reports menu under two groupings: contracts and tasks.

Contracts

There are five tabs for contract reports:

  • Stats gives you a visual representation of contract information
  • Contracts provides details about contract records
  • Parties lists all the parties with whom you have contracts
  • Documents pulls all the documents together regardless of their contract association
  • Requirements lists all the requirements across the contract portfolio

Tasks

There are two tabs for task reports:

  • Stats provides a visual overview of all tasks
  • Tasks lists all tasks across the contract portfolio

Report Features

All reports have five major features which make them powerful and easy-to-use:

  1. Search allows you to see all items which have that string of text or numbers.
  2. Columns shows or hides columns that you choose.
  3. Export sends the data in the report to a .csv, .txt, or .json file which you can name yourself.
  4. Print (in upper right corner of browser) sends the report to your browser’s default printing choice where you can save as a PDF or print.
  5. Filter provides a structured search as discussed earlier.

The export and print features respond to the filter so you can create tailored reports.

Settings

The Settings menu is only available to Admin users. There are six submenu items under Settings: Users & Groups, Lookups & Fields, Export, Trash, Records & Storage, & Subscription.

Users & Groups

There are four functions in Users & Groups.

Users

The Users area allows you to manage individual users and their permissions.

Groups

Groups is where you create your customer access controls for contract records.

Task Workflows

Task Workflows allows you to design workflows available to route contract requests automatically for your users.

Recipients

Under Recipients you can manage the list of email addresses which can receive email alerts from Lextree, but which do not have access to Lextree.

Lookups & Fields

The Lookups & Fields area allows you to customize Lextree for your organization.

Lookups

In Lookups, you can customize: Contract Types, Departments, Document Types, Entities, Party Types, Requirement Types, and Tags.

Changes here will automatically modify the Dashboard, Contracts, Reports, and Parties. You can also change your mind and modify any of these Lookups anytime.

Custom Fields

Lextree allows you to add custom fields to your contract records. You can add and order custom fields here.

Export

The Export menu allows you to perform bulk exports of Contracts, Documents, Requirements, Tasks, Task Comments, and Notes.

Trash

When a user deletes a contract or other record, Lextree immediately removes it and all related records from the repository. However, Lextree preserves them for 90 days so that you can easily restore them.

Records & Storage

If you need an update on your organization’s Lextree usage, current information about your records and storage are available in Settings > Records & Storage.

Subscription

Information about your current subscription is available at Settings > Subscription. You can also see your order history and renew your subscription with a credit card.

  • Address

    10260 SW Greenburg Road, 4th floor Portland OR 97223
  • US Phone

    855.517.2193
  • Global Phone

    + 1.503.517.4293‬
  • Email

    This email address is being protected from spambots. You need JavaScript enabled to view it.