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 document.
If it is a new party, just click “+ Add a new option.” Lextree will collect a little information about the new party and add them to your list for future reference.
The options available come from
Settings > Lookups & Fields > Lookups > Contract Types.
This is optional but helpful to other users.
For this video we will skip Entities, Departments, and any custom fields.
You can choose existing Tags or add new ones.
You must assign the contract to one or more Groups of Users.
Enter a quick optional note about the contract.
Both of these dates are optional but they are required if you want to receive automatic alerts.
Lextree will prompt you for the frequency and number of renewals allowed.
You can store the contract value and any amount paid. Lextree will calculate the balance.
Lextree will display a default alert for 30 days before the Expiration date, but you can change any of those settings. You can also add a custom message for the alert in addition to the standard information Lextree sends.
Lextree will save the contract record and automatically advance to the next step.
You can enter any title for the document. This will display in the list of contract documents.
The list of available options comes from
Settings > Lookups & Fields > Lookups > Document Types.
Lextree allows you to upload a copy of the document file to Lextree or to link to an URL.
Choose Upload to save the file in Lextree. Click the
Choose file button to navigate to your computer and network to find the file you want to upload. When you pick a file, Lextree will save a copy.
To link to a URL, instead of uploading, choose Link. This is useful if your document is in Google Drive, Microsoft Sharepoint, Box, Dropbox, or another third party storage service.
Enter a short phrase as the display text and paste the link to the document URL.
Lextree will leave the file in its original location and save just the link.
Notice that the Document Tags differ from the Contract Tags.
Lextree will save and display any notes about the document.
Once you save the contract record and the first document, Lextree will display the Contract Details page for the contract you created.