Workflow

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 subscribers.

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 the task assignment which you received from Lextree Alerts.

To request approval for a contract amendment in Lextree, navigate to the contract record you want. Select the Tasks tab.

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 start a quick two step process to gather information about the contract and the request.

The two most important contract workflows in contract management are for new contract approvals and contract amendment approvals. Each organization has variations of each workflow, and there are other workflows depending on company, industry, or process, but these two will illustrate the principles of contract management workflow.