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  • How to Manage the Folder Structure Related to a Contract




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The File/Folder can be managed by simply selecting the attachment you want on the grid, and all the actions will be visible at the top of the page.

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You can Download, Rename, Move, Share files with clients in the client portal and etc...

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Note

Upon creating a new version of a contract, email notifications will be sent to the contract creator, assignee, requester, and collaborator, providing them with the updated contract details and information about the user who made the modifications.

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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, and specify the permission as Editor or just Viewer.

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Additionally, with LEXZUR 360 Docs, users can now integrate their LEXZUR instance with Google Drive, One Drive,  DropboxDropbox, and SharePointand SharePoint. This means users can access their documents, edit them in real-time, share, and more directly through LEXZUR. 

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