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Lexzur
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LEXZUR User Guide
Getting Started with LEXZUR (formerly App4Legal)
Core
Contacts Module
Companies Module
How to Manage Companies in Lexzur
How to Add a New Company
How to Add Company Bank Accounts
How to Manage Company Board Members
How to Manage Company Assets
How to Manage Company Registrations and Licenses Details
How to Manage Company Shareholders
How to Manage the Folder Structure in Companies
How to Link a Person/ Matter/ Contract to a Company
How to Manage Company Reminders
How to Manage Company Authorized Signatories
How to Manage Company Branches
How to Customize Company View Page
How to Manage Company Groups
Persons Module
How to Manage Persons in Lexzur
How to Add a New Person
How to Clone a Person
How to Edit a Person
How to Link a Person/ Matter/ Contract to a Person
How to Set Categories/Sub-Categories to Persons
How to Categorize Contacts, Filter, and Extract Data
How to Manage Clients in LEXZUR
Corporate Matters Module
How to Manage Corporate Matters
How to Add a New Corporate Matter
How to Manage Archived Matters
How to Assign Tasks in Corporate Matters
How to Capture and Manage Matter Details
How to Link Matter/Case/Contract to a Matter
How to Log Time on Corporate Matters
How to Manage Matter Reminders
How to Manage Matter's Rates and Billing Preferences
How to Apply Filters on Matters
How to set privacy at the level of Matter or Folder
How to Record Expenses on Corporate Matters
How to Add Partner Shares For Matters
How to send Emails from Corporate Matters and Litigation Cases
How to Configure Matter SLA
How to Manage the Folder Structure In Matters
How to Create Matter Folder Templates
How to Customize Matter Email Templates
How to Customize Matter View Page
Matter Assignment Rule
Litigation Cases Module
How to Manage Litigation Cases
How to Add a New Litigation Case
How to Add New Events
How to Add New Hearing
How to Add Reminders for Litigation Cases
How to Add Task Related to the Litigation Case
How to Capture & Manage Litigation Case Details
How to Edit Hearings
How to Generate Hearing Reports
How to log time on Litigation Cases
How to Manage Litigation Stages
How to Create Hearing Template
How to Record Expenses on Litigation Cases
How to Manage Hearings
How to Customize Litigation Cases Email Templates
How to Display Litigation Stages in a Timeline View
Billing Module
Billing Settings
How to Configure the Billing Module
How can I add/edit/activate discounts on invoices?
How to Add New Expense Category
How to Change the Company Logo of the Invoice
How to Adjust the Exchange Rates
How to Configure Bills Approval Center
How to create a Quote in a currency other than the Entity's currency?
How to Create Invoice Custom Fields
How to Create Multiple Entities
How to customize discounts and terms related to Invoices per Client?
How to customize invoice template?
How to Customize ZATCA Template
How to Set Invoice Number Prefix
How to Add Multiple Currencies
How to Predefine Services Items on Invoices?
How to setup Taxes on invoices?
How to Specify the User Rate per Hour
How to Set Credit Note and Debit Note Number Prefix
How to Clone Invoice Templates
How to Generate Billing Reports
Bank Reconciliation Report
Billing Reports-Matters
How to E-invoice your clients?
How to Print a Voucher for Payment on an Invoice?
How to Create Client Accounts in Different Currencies?
How to Create Petty Cash Accounts for the Team Members?
How to Define the User's Label to be Used in Invoicing Time Entries?
How to Invoice Your Clients
How to log an Expense from my Petty Cash?
How to Manage Your Accounts
How to Manage Expenses
How to Add a New Bill
How to Manage Partners Accounts
How to Manage Suppliers Accounts
How to Settle Payments on Invoices
How to Track and Manage Supplier Bills Details
How to transfer money from an account to other?
How to Track a Trust Fund?
How to Send Invoices by Email from LEXZUR
How to set the opening balance of the client account?
Create Credit Notes
Create Debit Notes
How to Add a Journal
How to Settle Payments on Bills
How to Add Adjustments on Invoices
Lump Sum Feature
Billing Dashboards
LEDES Billing
How to Customize Invoice Email Template
How to Duplicate Billing Transactions
How to Manage Journals
How to Enable Analytic Accounts
How to Use Analytic Accounting in Lexzur
How to Delete Expenses
How to Revert Time logs and Expenses
How to Apply Partner Commissions on Invoices
iDocs Module
How to Use the Document Generator in LEXZUR
Manage Documents in LEXZUR
Intellectual Property Module
How to Manage Intellectual Property
Matter Containers Module
How to Manage Matter Containers
Reports, Boards & Dashboards
How to Manage Dashboards
How to Build Customized Reports
How to Generate Reports
How to Manage the Matter Board
How to Manage the Task Board
How to Generate Companies Reports
How to Generate Hearings Reports
How to Generate Matters Reports
How to Generate Persons Reports
How to Generate Tasks Reports
How to Generate Time Entries Reports
How to Manage the Documents Dashboard
How to Manage the Contract Board
How to Generate Conflict Check Report
Settings
How can we add quick links from settings?
How to Add a New User
How to Create Custom Fields
How to Manage Matter Workflows
How to Configure my Kanban Board
How to Configure the Assigned Team
How to Configure the SMTP server for out-going emails?
How to Customize the Client Portal
How to Customize Workflows
How to Enable the Hijri Calendar
How to Enforce a Password Change for the User Upon Login.
How to Import Data to the System
How to Integrate Dropbox
How to Manage Users and Licenses
How to Replace User by Another
How to Set the User Group Permissions
How to Automate Tasks and Reminders
How to Delegate Your Work to Other Team Member
How to Change the Look & Feel of the System
How to Set Default Matter Client
How to Lock Time Entries Based on Workflow Status
How to Configure Email Notifications Templates
How to Update License Files
How to Create Cascading Custom Fields
Managing System Notifications
Email Listener Feature
Tasks Module
How to Manage Tasks in LEXZUR
How to add checklists on tasks
How to Manage Archived Tasks
Task Assignment Rule
Time Entries
How to Add Time Logs
How to lock Time Entries
How to round-up time entries
How to Split Time Entries
Time Module Management in Lexzur
Contra
How to Manage Contracts in Lexzur
How to Generate a Contract/Document
How to manage & capture contract/ document details
How to Review & Approve a Contract
How to Sign Contracts
How to Manage Contract Reminders
How to Track Contra Milestones
How to Send Emails From Contracts
How to Log Time and Add Expenses to Contracts
How to Manage the Folder Structure Related to a Contract
How to link a task/matter/contract to a contract?
How to Create Contra Predefined Templates
How to Renew a Contract
Contracts & Documents SLA management
How to Create Contra Template using the Word Add-on
How to Configure Approval Centers
How to Configure Signature Centers
How to Create Contra Predefined Forms
How to Configure Contra ID
How to Manage Contracts Workflows
How to Customize Contracts Workflows
How to Track Contra Dashboard
How to Share Contracts & Collaborate with External Parties
How to Manage Archived Documents
How to Sign Contracts in Lexzur via Docusign
How to Sign Using Adobe in Lexzur
How to Configure Approval or Signature Centers Based on Roles
How to Use the LEXZUR Sign Powered by Adobe Acrobat
How to Link Workflow Statuses to Approval and Signature Center Statuses
How to Automate Tasks and Reminders When Creating Contracts
How to use AI in Contra
How to Create Contra Folder Template
How to Setup and Configure Contra Settings
How to Customize Contra Email Template
How to Create Contra Amendment
How to Create Contra Addendum
How to Define Duration Unit For Contracts
How to Get Contract Histories
How to Manage Contract Templates
How to Draft and Collaborate on documents and contracts?
How to Amend a Contract
How to Hide Contract Pages
How to Hide Empty Contract Fields
How to Reset Contract IDs
How to Set Default Contract Name
How to use Lexzur Internal Signature
How to Specify Contracts First Party
How to Manage Contra Types
How to Hide Approval and Rejection Date
How to Customize Contra Notification Email
How to manage Contra Privacy
How to Manage Contract Assignment
Add-ons & Integrations
Lexzur Connect for Google Workspace™
How to Enable the Lexzur Connect for Google Workspace™
How to Use Lexzur Connect for Google Workspace™.
Outlook Connect
How to Archive My Emails in the System
How to Enable Outlook Connect
How to Sign into A4O and Document Editor using Azure AD for on-server?
How to Use Outlook Connect
How to Use the Outlook Connect-Desktop Version
Teams Connect
How to Install Teams Connect
How to Use Teams Connect
Zoom Connect
Zoom connect removal
LEXZUR for Word
Adobe Sign Integration
DocuSign Integration
Sayen Integration
Zapier Integration
Emdha Integration
How to Integrate LEXZUR with Cloud Document Management Solutions
How to Sync LEXZUR Calendar with Google Calendar™
How to sync LEXZUR Calendar with Office 365 Calendar
Self-hosted configuration - Sync Email Engine with Gmail™
Self-hosted configuration - Sync Email Engine with Microsoft Office 365
Manage Apps in LEXZUR Marketplace
LEXZUR Word Add-on in Microsoft Word Editor
SSO Integration with MS Active Directory on IIS
SSO Integration with Azure Active Directory
OneLogin SSO Integration
Azure Active Directory SSO Integration
Self-hosted configuration - Sync Microsoft Office 365 Calendar with App4Legal Calendar
How to Install Lexzur for Word Addon
LEXZUR Client Portal
How to Access the Client Portal
How to Configure Roles
How to Configure the Client Portal?
How to Customize Client Portal Look & Feel
How to Delegate Contracts to Alternative Collaborators
How to Import Client Portal Users From Active Directory
How to Manage Client Portal Users
How to Manage Hearing Visibility From the Client Portal
How to Manage Requests Received From the Client Portal
How to Set Up the Client Portal Defaults
How to Share Client Portal Requests with Watchers
How to Share Contracts/Documents with the Client Portal
How to Share Matters with the Client Portal
How to Use Client Portal Sign Up Feature
How to use the Client Portal as Client
How to Use the Client portal as Collaborator
LEXZUR Advisor Portal
How to Customize Advisor Portal Look and Feel
How to Manage Email Notifications for Advisors
How to Manage Matter/Cases Edit from the Advisor Portal
How to Manage the Advisor Portal
How to Outsource Matters/Cases to External Advisor
How to use the Advisor Portal from Advisor Perspective
LEXZUR Mobile App
How to Get Started with Mobile App
How to Manage Persons in Mobile App
How to Manage Companies in Mobile App
How to Manage Corporate Matters in Mobile App
How to Manage Litigation Cases in Mobile App
How to Manage Hearings in Mobile App
How to Manage Intellectual Properties in Mobile App
How to Manage your Time in Mobile App
How to Manage Expenses in Mobile App
How to Manage Reminders in Mobile App
How to Manage Tasks in Mobile App
How to Configure Mobile App Settings
How to Manage Contracts in Mobile App
Lexzur Privacy Policy
How to Manage Meetings in Mobile App
FAQ
How to Access the Support Portal
How to add my own Signature
How to assign multiple cases/matters to different teams?
How to change the search criteria in a grid and export results?
How to Create Your LEXZUR Account
How to Define the Tax Number
How to enable LEXZUR Mobile app?
How to Enable Out of Office Feature
How to invoice time logs/entries?
How to Manage Reminders
How to Manage your Profile
How to Reset or Change your Password
Delete Cache and Temporary Files from Internet Browser
Delete Browser Cache in Firefox
Delete Browser Cache in Safari
How to Delete Browser Cache in Google Chrome™ browser
Delete Browser Cache in Internet Explorer
How to Update Subscription Via E-payment
How to Subscribe to LEXZUR
How to Avoid Multiple Accounts Issues in Lexzur Connect for Google Workspace™
How to Manage User Licenses for Employee Transitions
How to Personalize Email Sigantures
Release Notes Core and Contra
App4Legal.v2.0 Release Notes
App4Legal.v2.1 Release Notes
App4Legal.v2.2 Release Notes
App4Legal.v2.3 Release Notes
App4Legal.v2.4 Release Notes
App4Legal.v2.5 Release Notes
App4Legal.v3.0 Release Notes
App4Legal.v3.1.1 Release Notes
App4Legal.v3.1.2 Release Notes
App4Legal.v3.1.3 Release Notes
App4Legal.v3.1 Release Notes
App4Legal.v3.2.1 Release Notes
App4Legal.v3.2.2 Release Notes
App4Legal.v3.2 Release Notes
App4Legal.v4.0 Release Notes
App4Legal.v4.1 Release Notes
App4Legal.v4.1.1 Release Notes
App4Legal.v4.2 Release Notes
App4Legal.v4.2.1 Release Notes
App4Legal.v4.2.2 Release Notes
App4Legal.v4.2.3 Release Notes
App4Legal.v4.2.4 Release Notes
App4Legal.v4.2.5 Release Notes
App4Legal.v4.3 Release Notes
App4Legal.v5 Release Notes
App4Legal.v5.0.1 Release Notes
App4Legal.v5.1 Release Notes
App4Legal.v5.1.1 Release Notes
App4Legal.v5.2 Release Notes
App4Legal.v5.3 Release Notes
App4Legal.v5.3.1 Release Notes
App4Legal.v5.4 Release Notes
App4Legal.v5.4.1 Release Notes
App4Legal.v5.4.2 Release Notes
App4Legal.v6.3 Release Notes
App4Legal.v6.4 Release Notes
App4Legal.v6.5 Release Notes
App4Legal.v6.6 Release Notes
App4Legal.v6.7 Release Notes
App4Legal.v6.8 Release Notes
App4Legal.v6.9 Release Notes
App4Legal.v7.0 Release Notes
App4Legal.v7.1 Release Notes
App4Legal.v7.2 Release Notes
App4Legal.v7.3 Release Notes
App4Legal.v7.4 Release Notes
App4Legal.v7.5 Release Notes
App4Legal.v7.6 Release Notes
App4Legal.v7.7 Release Notes
App4Legal.v7.9 Release Notes
App4Legal.v7.9.1 Release Notes
App4Legal.v7.10 Release Notes
App4Legal.v7.11 Release Notes
App4Legal.v7.12 Release Notes
App4Legal.v7.14 Release Notes
App4Legal.v7.15 Release Notes
App4Legal.v7.16 Release Notes
App4Legal.v7.17 Release Notes
App4Legal.v7.18 Release Notes
App4Legal.v7.19 Release Notes
App4Legal.v7.20 Release Notes
App4Legal.v8.0 Release Notes
App4Legal.v8.2 Release Notes
App4Legal.v8.1 Release Notes
App4Legal.v8.3 Release Notes
App4Legal.v8.4 Release Notes
App4Legal.v8.5 Release Notes
App4Legal.v8.6 Release Notes
App4Legal.v8.6.1 Release Notes
App4Legal.v8.7 Release Notes
App4Legal.v8.8 Release Notes
App4Legal.v8.9 Release Notes
App4Legal.v8.10 Release Notes
App4Legal.v8.14 Release Notes
App4Legal.v8.15 Release Notes
App4Legal.v8.16 Release Notes
App4Legal v9.1.0.0 Release Notes
App4Legal v9.2.0.0 Release Notes
App4Legal v9.3.0.0 Release Notes
App4Legal v9.4.0.0 Release Notes
App4Legal v9.5.0.0 Release Notes
App4Legal v9.6.0.0 Release Notes
App4Legal v9.7.0.0 Release Notes
App4Legal v9.8.0.0 Release Notes
LEXZUR v9.9.0.0 Release Notes
LEXZUR v9.10.0.0 Release Notes
Release Notes: ADD
360 Docs
App4Legal Outlook Connect
App4Legal Web Document Editor
App4Legal Word App
Mobile App
Supported Platforms
Supported Platforms < 7.5
Versions Compared
Old Version
15
changes.mady.by.user
Ahmed El Atab
Saved on
Jan 08, 2022
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Current
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Ahmed El Atab
Saved on
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Lexzur
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