Objectives
- Create or Upload Files/Folders
- Manage the Attachments ( Edit, Track, Search, Set privacy...)
Steps
App4Legal LEXZUR Documents, which is the section that comprises all the Documents you stored in App4LegalLEXZUR, now supports all Office 365 functionalities. This means users can access their documents, edit them in real-time, share, and more, directly through App4LegalLEXZUR.
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Documents are managed in the same way in all the Attachments Tabs and iDocs. |
Therefore, you can start by creating New Folders, Word Documents, Excel, and PowerPoint.
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You can Rename, Move, Open, Delete, Share, and much more.
Files could be opened either using word for the web or App4Legal LEXZUR Editor a tool that allows users to directly open and modifies different files (Word, Excel, PDF, PowerPoint, etc..).
The Editor will automatically upload a newer version of the document into App4Legal LEXZUR after saving. You can then see the list of versions this document has, the user who added each version, and the date and time, and you can click on any older version to download it.
In addition, the smart search tool allows you to search for any document. The search will return all files and folders related to the word you added in the search box.
Folders can also be made private so that only specific people with access can open them.
Therefore, select the folder and choose "Share with" from the options on the top.
Add the recipients, the users who will give the access, specify the permission as Editor or just Viewer, and choose Restricted access.
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Moreover, App4Legal LEXZUR 360 Docs is an all-in-one smart and searchable, central repository embedded in App4LegalLEXZUR. It is used to store all your personal and shared documents on App4Legal LEXZUR and on other Cloud Document Management Solutions such as Google Drive, One Drive, Dropbox, and SharePoint.
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You must first enable the integration to use |
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LEXZUR 360 Docs. Learn more here |
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!