To request approval for a contract amendment in Lextree, navigate to the contract record you want. Select the
On the Tasks tab, choose the
Assign button. Lextree displays the
Assign Task page. At the Contract Document Request field, choose “Yes”. This option will open the Assigned Task Workflow field.
Choose the appropriate amendment workflow. Admin users can create contract amendment approval workflows in
Settings > Users & Groups > Task Workflows.
When you select
Submit Lextree will route the approval based on the workflow rules.
When the amendment is finalized the appropriate user can choose to update the Contract Dates to match the amendment terms if applicable.
That is all it takes to request a contract amendment in Lextree.