How To Configure Contra Tabs | LEXZUR

Key Takeaways

[Music] Hi, in this video we will show you how to customize Contra tabs and tailoring your workspace by displaying only the relevant tabs and organizing them to suit your workflow. To show or hide tabs in contracts, open system settings and navigate to the tabs configuration under contracts and document section. You can edit or delete any existing configuration from this page. To create a new configuration, click the configure tabs link at the top. Select the relevant type or subtype for this configuration. On the right, you'll find a list of all available tabs. The I icon indicates that the tab is visible on the contract page. To hide it, simply click the I icon to disable it. You can repeat this action for any tabs you wish to show or hide. Changes are applied immediately, ensuring a workspace that matches your type and workflow. You can also reorder tabs to match your preferred workflow. Click and hold the tab you wish to move. Drag it to the desired position. For example, placing attachments right under approval center. Release the tab and the system will automatically save your changes. If you need to revert to the original tab arrangement, click the reset order button. These updates will be applied to all contract pages with the selected tab configuration. [Music]