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Contract ManagementTrainingLearn how to manage contracts and documents with Lextree, including auto-renewals, certificates of insurance, and other obligations.
Add First Simple Contract
Let’s add a simple Non-Disclosure Agreement to Lextree. Lextree will walk us through two steps: 1. Create the contract record and 2. Upload the first …
Tuesday Mar 19, 2024Assign a Contract Task
From the contract record you can initiate two types of tasks: a single action task, or a task workflow. Tasks are available to Business and Enterprise edition …
Monday Apr 15, 2024Complete Contract Task
There are several types of tasks and related actions. There are three ways to access tasks assigned to you. First, you can click on the link in the email about …
Tuesday Mar 19, 2024Contract Amendment Request
To request approval for a contract amendment in Lextree, navigate to the contract record you want. Select the Tasks tab.
Tuesday Mar 19, 2024Contract Details
The contract details page for a contract contains a wealth of information and features about the contract.
Tuesday Mar 19, 2024Contract Repository
The contract repository is available on the Contracts page from the menu bar. Only contracts allowed by the logged in user’s permissions are displayed in …
Monday Apr 15, 2024Create Account and Login
Creating a new account is easy in Lextree. Start with the Free Trial, which includes all features.
Tuesday Mar 19, 2024First Time Setup
Once you create your account, we recommend a quick review of some basic administrative settings. You can change your mind about any of these settings at …
Tuesday Mar 19, 2024Manage Contract Reports
Lextree reports use a set of features and pre-defined data to generate flexible reports easily.
Tuesday Mar 19, 2024Map to Internal Structure
Many organizations want to track contracts based on some internal structure, such as department, subsidiary, or business unit. Assigning a contract to your …
Tuesday Mar 19, 2024Request and Approval Workflow
To request a contract or approval for a contract, Users with the Requestor role can access the Request button on the Contracts page. The Request button will …
Tuesday Mar 19, 2024Restrict Access
Many organizations want to compartmentalize access to contracts. There are four ways to restrict access to contracts or to otherwise limit features to certain …
Tuesday Mar 19, 2024Saved Reports
See the power of saved reports in Lextree for Contract Management. Learn how to leverage both static and dynamic reports for better analysis.
Tuesday Mar 19, 2024Setup for Collaboration
Collaboration on contracts and contract management is built into Lextree. There are two pillars of collaboration in Lextree: unlimited user licensing and access …
Tuesday Mar 19, 2024What is Workflow
The two most important contract workflows in contract management are for new contract approvals and contract amendment approvals. Each organization has …
Tuesday Mar 19, 2024
Learn how to manage contracts and documents with Lextree, including auto-renewals, certificates of insurance, and other obligations.
Add First Simple Contract
Let’s add a simple Non-Disclosure Agreement to Lextree. Lextree will walk us through two steps: 1. Create the contract record and 2. Upload the first …
Tuesday Mar 19, 2024Assign a Contract Task
From the contract record you can initiate two types of tasks: a single action task, or a task workflow. Tasks are available to Business and Enterprise edition …
Monday Apr 15, 2024Complete Contract Task
There are several types of tasks and related actions. There are three ways to access tasks assigned to you. First, you can click on the link in the email about …
Tuesday Mar 19, 2024Contract Amendment Request
To request approval for a contract amendment in Lextree, navigate to the contract record you want. Select the Tasks tab.
Tuesday Mar 19, 2024Contract Details
The contract details page for a contract contains a wealth of information and features about the contract.
Tuesday Mar 19, 2024Contract Repository
The contract repository is available on the Contracts page from the menu bar. Only contracts allowed by the logged in user’s permissions are displayed in …
Monday Apr 15, 2024Create Account and Login
Creating a new account is easy in Lextree. Start with the Free Trial, which includes all features.
Tuesday Mar 19, 2024First Time Setup
Once you create your account, we recommend a quick review of some basic administrative settings. You can change your mind about any of these settings at …
Tuesday Mar 19, 2024Manage Contract Reports
Lextree reports use a set of features and pre-defined data to generate flexible reports easily.
Tuesday Mar 19, 2024Map to Internal Structure
Many organizations want to track contracts based on some internal structure, such as department, subsidiary, or business unit. Assigning a contract to your …
Tuesday Mar 19, 2024Request and Approval Workflow
To request a contract or approval for a contract, Users with the Requestor role can access the Request button on the Contracts page. The Request button will …
Tuesday Mar 19, 2024Restrict Access
Many organizations want to compartmentalize access to contracts. There are four ways to restrict access to contracts or to otherwise limit features to certain …
Tuesday Mar 19, 2024Saved Reports
See the power of saved reports in Lextree for Contract Management. Learn how to leverage both static and dynamic reports for better analysis.
Tuesday Mar 19, 2024Setup for Collaboration
Collaboration on contracts and contract management is built into Lextree. There are two pillars of collaboration in Lextree: unlimited user licensing and access …
Tuesday Mar 19, 2024What is Workflow
The two most important contract workflows in contract management are for new contract approvals and contract amendment approvals. Each organization has …
Tuesday Mar 19, 2024