Editor users may view, add and update contract records in the Contracts menu (Reader users have view-only access). You may search for records via the search bar or using the "Add Filters" option. Click + Add to create a new record.
Editor and Reader users may view contract records by going to the Contracts menu and clicking on a contract's "Parties" link. You may view related record details on each of the tabs below the contract summary information (tabs may include "Documents", "Parties", "Requirements", "Alerts", "Tasks", "Notes", and "Requests"). If you have been granted document access, you may view, download or print attachments by clicking on the file or website links on the "Documents" tab.
To see a complete list of Parties related to your contracts navigagte to the menu: View > Parties.
Editor users may view and update document records via the related contract record page or at View > Documents (Reader users have view-only access). You may search for records via the search bar or using the "Add Filters" option. Click on a document name to update the record. If you have been granted document access, you may view, download or print attachments by clicking on the file or website links. Click on the Last Updated date to view the history of the record.
Archived contract and related records may be viewed at "View" > "Archive" (Editor users can restore these records to the repository if needed). You may view archive record details by clicking on the contract's "Parties" link. View the record history of any archive record by clicking on the Last Updated date.
Alert emails are sent based on user selections made when adding or editing contract, document, or requirement records. Editor or Reader users may also view alerts in Lextree at “Dashboards” > "My Alerts" (or on the "Alerts" tab of any contract record).
Admin users may review, add and update user accounts at “Settings” > "Users & Groups" on the "Users" tab. You can search for users via the search bar or using the "Add Filters" option. Click "Add" to create a new user account. Click on a user's name to edit their account settings. Click on the Last Updated date for any user to view the history of their account record.
The Lextree Business and Enterprise Editions allow for unlimited users. This article explain how to add new users.
Users can reset their own passwords on the login screen by clicking the "forgot?" link next to the password field. In addition, Admin users can reset user passwords at "Settings" > "Users & Groups" on the "Users" tab. To reset a user password, an Admin user may do the following on the "Users" tab:
Admin users may review, add and update user roles for any user at “Settings” > "Users & Groups" on the "Users" tab. User roles determine which functions are available to each user when viewing records. Following are descriptions of each user role.
Admin users may review, add and update groups at “Settings” > "Users & Groups" on the "Groups" tab. Groups are assigned to both user accounts and contract records to determine which users can access which records. Only user accounts assigned to the Editor or Reader roles have access to contract records and may be assigned to groups. For example, users assigned to "Group A" will have access to all contract records assigned to "Group A". You can view a list of users assigned to any group by clicking on the group name.
A recipient is someone who receives email alerts from contracts, documents, or requirements. All users are potential recipients, but not all recipients are users. If you send an alert to someone who is not a user, that person will receive an email but will not have access to Lextree.
Admin users may add and edit selection options for certain multiple choice fields at Settings > Lookups & Fields (not all multiple choice fields are customizable - some have fixed selection options related to various system functions).
Deleted contract and related records are moved to the Trash for 90 days before permanent removal (unless they are manually removed before then). Admin users can restore or permanently delete these records at "Settings" > "Trash". Permanently deleted records can't be restored. Trash records are organized under "Contract Records", "Party Records" and "Request Records", additional tabs in each of these categories will enable you to find specific types of deleted records. You may view the record history of any deleted record by clicking on the Last Updated date.
You can review and update your account settings by clicking on the “My Account” link (just below the menu bar on the right-hand side of your screen).
Lextree automatically sends weekly reminder emails regarding assigned tasks and requests that have not been completed.
This Quick Start Admin Setup will walk you through a few simple steps to get the most out of Lextree quickly. You can change all of these settings any time.
Welcome to Lextree! We hope you find Lextree both easy-to-use and effective. There are helps throughout the product. You can always return here for answers to questions.
The Dashboard panel on the right displays upcoming Alerts and Tasks assigned to the logged in user.
To see all the documents related to a contract record, simply navigate to the Contract detail page. The first tab displayed by default is the Documents tab.
The Contract Requirements tab is a powerful, advanced feature of Lextree. A Requirement is any obligation of either party to the contract that you want to track. Simply select the Requirements tab to see a list of the requirements for a contract.
The Alerts tab on the contract record page provides an overview of all the alerts related to the contract.
The Tasks tab on the contract record displays all of the tasks related to the contract. You can toggle between In Progress, Completed, and Canceled tasks.
Lextree comes standard with many reports. You can customize and manipulate each report to display the data you need.
In Settings > Users & Groups > Task Workflows you can create workflows for requests. Task Workflows can be simple or complex.
Lextree supports recurring contract requirements. The recurring requirements feature allows you to have an obligation or event repeat within the span of a contract term.