Contract ManagementDocumentationLearn how to accomplish specific objectives in Lextree for Contract Management.
Getting Started
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.
Monday Apr 15, 2024Quick Admin Setup
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.
Tuesday Mar 19, 2024Users & Groups
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.
Tuesday Mar 19, 2024Groups
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.
Monday Apr 15, 2024Account Settings
You can review and update your account settings by clicking on the My Account link (below the menu bar on the right-hand side of your screen).
Tuesday Mar 19, 2024Add Contract Record
Adding a new contract in Lextree is easy. Learn how to get control of your contracts.
Tuesday Mar 19, 2024Alerts and Tasks Panel
The Dashboard panel on the right displays upcoming Alerts and Tasks assigned to the logged in user.
Monday Apr 15, 2024Archive
Archived contract and related records may be viewed at View > Archive (Editor users can restore these records to the repository if needed). You may Views 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.
Tuesday Mar 19, 2024Change My Password
You can manage settings for your own account in Lextree from the My Account link.
Tuesday Mar 19, 2024Contract Alerts
The Alerts tab on the contract record page provides an overview of all the alerts related to the contract.
Tuesday Mar 19, 2024Contract Documents and Records
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.
Tuesday Mar 19, 2024Contract Reports
Lextree comes standard with many reports. You can customize and manipulate each report to display the data you need.
Tuesday Mar 19, 2024Contract Repository List
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.
Tuesday Mar 19, 2024Contract Requests
Channel contracts into a sensible workflow for your organization. Stop using email and spreadsheets to manage contract requests.
Tuesday Mar 19, 2024Contract Task Tracking
The Tasks tab on the contract record displays all the tasks related to the contract. You can toggle between In Progress, Completed, and Canceled tasks.
Tuesday Mar 19, 2024Contracts Panel
The Lextree Dashboard displays current information for the logged in user.
Tuesday Mar 19, 2024Create User Accounts
The Lextree Business and Enterprise Editions allow for unlimited users. This article explain how to add new users.
Tuesday Mar 19, 2024Custom Fields
Lextree allows Admin users to create and order custom fields. Custom fields will appear on the main Contract Details page, including Add Contract and Edit Contract. Custom fields will also appear on the Contracts page. Custom fields are text entry fields.
Tuesday Mar 19, 2024How to save a report
Lextree allows you to save reports about your contracts, documents, and compliance obligations.
Tuesday Mar 19, 2024Lookups and Fields
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).
Tuesday Mar 19, 2024Notes
Lextree allows users to add notes to each contract record. Lextree automatically adds a date time stamp to the note.
Tuesday Mar 19, 2024Recipients
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.
Tuesday Mar 19, 2024Recurring Contract Requirements
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.
Monday Apr 15, 2024Requirements
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.
Tuesday Mar 19, 2024Reset Passwords; Update Accounts
Users can reset their own passwords on the login screen by clicking the forgot? link next to the password field.
Tuesday Mar 19, 2024Task Reports
Lextree comes with Task Reports built in. Like all Lextree reports, they are flexible to meet your needs.
Tuesday Mar 19, 2024Task Workflows
In Settings > Users & Groups > Task Workflows you can create workflows for requests. Task Workflows can be simple or complex.
Add Steps to a Workflows A Task Workflow consists of Steps. Admin users can create workflows with as many steps as needed.
Lextree will display the Add Task Workflow Step screen where you can create the step. There are several options described below.
The Add Task Workflow Step fields include the following:
Tuesday Mar 19, 2024Trash
Deleted contract and related records are moved to the trash for future removal.
Tuesday Mar 19, 2024Update Email Preferences
Lextree automatically sends weekly reminder emails regarding assigned tasks and requests that have not been completed.
Tuesday Mar 19, 2024Update My Account Information
You can manage settings for your own account in Lextree from the My Account link.
Tuesday Mar 19, 2024User Roles
Set User Roles to control what your users can do in Lextree. Options include Admin, Editor, Reader, and Requester.
Tuesday Mar 19, 2024View Alerts Menu
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).
Tuesday Mar 19, 2024View and Update Contract Records
Editor and Reader users may view contract records by going to the Contracts menu and clicking on a contract’s Parties link.
Tuesday Mar 19, 2024View Contract Parties
To see a complete list of Parties related to your contracts navigate to the menu: View > Parties.
Tuesday Mar 19, 2024View Documents Menu
Editor users may view and update document records via the related contract record page or at View > Documents (Reader users have view-only access).
Tuesday Mar 19, 2024View Tasks Menu
See all of your contract tasks in one place. Assign tasks to users and track progress.
Tuesday Mar 19, 2024
Learn how to accomplish specific objectives in Lextree for Contract Management.
Getting Started
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.
Monday Apr 15, 2024Quick Admin Setup
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.
Tuesday Mar 19, 2024Users & Groups
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.
Tuesday Mar 19, 2024Groups
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.
Monday Apr 15, 2024Account Settings
You can review and update your account settings by clicking on the My Account link (below the menu bar on the right-hand side of your screen).
Tuesday Mar 19, 2024Add Contract Record
Adding a new contract in Lextree is easy. Learn how to get control of your contracts.
Tuesday Mar 19, 2024Alerts and Tasks Panel
The Dashboard panel on the right displays upcoming Alerts and Tasks assigned to the logged in user.
Monday Apr 15, 2024Archive
Archived contract and related records may be viewed at
View>Archive(Editor users can restore these records to the repository if needed). You may Views archive record details by clicking on the contract’sPartieslink. View the record history of any archive record by clicking on the Last Updated date.Tuesday Mar 19, 2024Change My Password
You can manage settings for your own account in Lextree from the My Account link.
Tuesday Mar 19, 2024Contract Alerts
The Alerts tab on the contract record page provides an overview of all the alerts related to the contract.
Tuesday Mar 19, 2024Contract Documents and Records
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.
Tuesday Mar 19, 2024Contract Reports
Lextree comes standard with many reports. You can customize and manipulate each report to display the data you need.
Tuesday Mar 19, 2024Contract Repository List
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 Filtersoption. Click + Add to create a new record.Tuesday Mar 19, 2024Contract Requests
Channel contracts into a sensible workflow for your organization. Stop using email and spreadsheets to manage contract requests.
Tuesday Mar 19, 2024Contract Task Tracking
The Tasks tab on the contract record displays all the tasks related to the contract. You can toggle between In Progress, Completed, and Canceled tasks.
Tuesday Mar 19, 2024Contracts Panel
The Lextree Dashboard displays current information for the logged in user.
Tuesday Mar 19, 2024Create User Accounts
The Lextree Business and Enterprise Editions allow for unlimited users. This article explain how to add new users.
Tuesday Mar 19, 2024Custom Fields
Lextree allows Admin users to create and order custom fields. Custom fields will appear on the main Contract Details page, including Add Contract and Edit Contract. Custom fields will also appear on the Contracts page. Custom fields are text entry fields.
Tuesday Mar 19, 2024How to save a report
Lextree allows you to save reports about your contracts, documents, and compliance obligations.
Tuesday Mar 19, 2024Lookups and Fields
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).
Tuesday Mar 19, 2024Notes
Lextree allows users to add notes to each contract record. Lextree automatically adds a date time stamp to the note.
Tuesday Mar 19, 2024Recipients
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.
Tuesday Mar 19, 2024Recurring Contract Requirements
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.
Monday Apr 15, 2024Requirements
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.
Tuesday Mar 19, 2024Reset Passwords; Update Accounts
Users can reset their own passwords on the login screen by clicking the
forgot?link next to the password field.Tuesday Mar 19, 2024Task Reports
Lextree comes with Task Reports built in. Like all Lextree reports, they are flexible to meet your needs.
Tuesday Mar 19, 2024Task Workflows
In Settings > Users & Groups > Task Workflows you can create workflows for requests. Task Workflows can be simple or complex. Add Steps to a Workflows A Task Workflow consists of Steps. Admin users can create workflows with as many steps as needed. Lextree will display the Add Task Workflow Step screen where you can create the step. There are several options described below. The Add Task Workflow Step fields include the following:
Tuesday Mar 19, 2024Trash
Deleted contract and related records are moved to the trash for future removal.
Tuesday Mar 19, 2024Update Email Preferences
Lextree automatically sends weekly reminder emails regarding assigned tasks and requests that have not been completed.
Tuesday Mar 19, 2024Update My Account Information
You can manage settings for your own account in Lextree from the My Account link.
Tuesday Mar 19, 2024User Roles
Set User Roles to control what your users can do in Lextree. Options include Admin, Editor, Reader, and Requester.
Tuesday Mar 19, 2024View Alerts Menu
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 theAlertstab of any contract record).Tuesday Mar 19, 2024View and Update Contract Records
Editor and Reader users may view contract records by going to the Contracts menu and clicking on a contract’s
Partieslink.Tuesday Mar 19, 2024View Contract Parties
To see a complete list of Parties related to your contracts navigate to the menu: View > Parties.
Tuesday Mar 19, 2024View Documents Menu
Editor users may view and update document records via the related contract record page or at View > Documents (Reader users have view-only access).
Tuesday Mar 19, 2024View Tasks Menu
See all of your contract tasks in one place. Assign tasks to users and track progress.
Tuesday Mar 19, 2024