Lextree Contracts User Training
Lextree for Contract Management User Training provides step-by-step guidance to help get you started.
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1
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What is Lextree?
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IMPORTANT
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What are my Lextree roles?
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What are the Lextree roles?
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2
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Dashboard overview
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Contract repository
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Add a contract
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View and update a contract record
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Manage contract documents
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Add contract requirements
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Set up alerts
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Assign and complete tasks
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Request a document or approval
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Add notes
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Access documents
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Archive contracts
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3
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Request a contract document
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Request approval
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4
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Review document request
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Approve request
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Publish approvals and documents
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5
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Reports overview
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Create report views
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6
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Find help and documentation
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Explore help and documentation