Management

Requirements enable users to track obligations related to each entity such as annual reports. Editor users may view and update requirement records.

See the power of saved reports in Lextree for Contract Management. Learn how to leverage both static and dynamic reports for better analysis.

See the power of saved reports in Lextree for Entity Management. Learn how to leverage both static and dynamic reports for better analysis.

When you select start from the Assigned to Me page, Lextree will display the appropriate page to complete the task: Draft POC, Comment on Survey, Upload Document, or Other.

Orders is where you can track all your subscriptions and purchases, including the annual base subscription and access to additional facilities. Licensing is subscription based with unlimited users.

The Surveys page gives you access to the all the Surveys from the Groups to which an administrator assigned you. To see the Survey click on its name: the blue link. To see the Facility details, click the Facility name in blue.

Tasks are more than a checklist of to-do items. Everyone involved in a task may collaboration by adding comments and documents.

The Task menu gives you access to several functions. There are three menus under Tasks in the menubar.

Tasks may be assigned to Editor or Reader users. Users will receive an email notification when a task is assigned.

View all tasks assigned to you by other users or yourself. Tasks are categorized as Open, In Progress, Declined, Completed, and Cancelled.

The Requested by Me page displays tasks which you have assigned to other users or to yourself. You can cancel a task which you initiated by selecting cancel.

Editor and Reader users may view entity records by going to Entities and clicking on an entity’s Legal Name link. You may view related record details on each of the tabs below the entity summary information (tabs may include Documents, Requirements, Ownership, People, Alerts, Tasks, and Notes).

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).

Editor and Reader users may view contract records by going to the Contracts menu and clicking on a contract’s Parties link.

To see a complete list of Parties related to your contracts navigate to the menu: View > Parties.

Editor users may view and update document records via the related contract record page or at View > Documents (Reader users have view-only access).

On the Facility Details page, you can view information about the Facility and its Surveys.

On the main menu bar is the View tab. The View tab gives you access to data and functions outside the context of a single entity. It aggregates data across all entities to which the logged in user has access.

Select the View Survey Comments button the Survey Details page to see all of the comments on the Survey. Lextree displays comments in a reverse chronological timeline. Simply scroll down to see older comments.