| Name | Size | Creator | Creation Date | Labels | Comment | ||
|---|---|---|---|---|---|---|---|
| PNG File favicon.png | 2 kB | Ahmed El Atab | Nov 29, 2021 21:01 |
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| Version 1 (current) | 2 kB | Ahmed El Atab | Nov 29, 2021 21:01 |
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LEXZUR User Guide
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Getting Started with LEXZUR (formerly App4Legal)
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Core
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Contacts Module
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Companies Module
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How to Manage Companies in Lexzur
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How to Add a New Company
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How to Add Company Bank Accounts
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How to Manage Company Board Members
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How to Manage Company Assets
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How to Manage Company Registrations and Licenses Details
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How to Manage Company Shareholders
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How to Manage the Folder Structure in Companies
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How to Link a Person/ Matter/ Contract to a Company
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How to Manage Company Reminders
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How to Manage Company Authorized Signatories
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How to Manage Company Branches
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How to Customize Company View Page
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How to Manage Company Groups
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Persons Module
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How to Categorize Contacts, Filter, and Extract Data
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How to Manage Clients in LEXZUR
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Corporate Matters Module
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How to Manage Corporate Matters
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How to Add a New Corporate Matter
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How to Manage Archived Matters
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How to Assign Tasks in Corporate Matters
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How to Capture and Manage Matter Details
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How to Link Matter/Case/Contract to a Matter
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How to Log Time on Corporate Matters
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How to Manage Matter Reminders
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How to Manage Matter's Rates and Billing Preferences
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How to Apply Filters on Matters
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How to set privacy at the level of Matter or Folder
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How to Record Expenses on Corporate Matters
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How to Add Partner Shares For Matters
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How to send Emails from Corporate Matters and Litigation Cases
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How to Configure Matter SLA
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How to Manage the Folder Structure In Matters
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How to Create Matter Folder Templates
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How to Customize Matter Email Templates
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How to Customize Matter View Page
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Matter Assignment Rule
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Litigation Cases Module
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How to Manage Litigation Cases
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How to Add a New Litigation Case
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How to Add New Events
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How to Add New Hearing
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How to Add Reminders for Litigation Cases
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How to Add Task Related to the Litigation Case
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How to Capture & Manage Litigation Case Details
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How to Edit Hearings
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How to Generate Hearing Reports
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How to log time on Litigation Cases
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How to Manage Litigation Stages
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How to Create Hearing Template
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How to Record Expenses on Litigation Cases
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How to Manage Hearings
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How to Customize Litigation Cases Email Templates
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How to Display Litigation Stages in a Timeline View
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Billing Module
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Billing Settings
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How to Configure the Billing Module
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How can I add/edit/activate discounts on invoices?
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How to Add New Expense Category
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How to Change the Company Logo of the Invoice
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How to Adjust the Exchange Rates
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How to Configure Bills Approval Center
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How to create a Quote in a currency other than the Entity's currency?
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How to Create Invoice Custom Fields
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How to Create Multiple Entities
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How to customize discounts and terms related to Invoices per Client?
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How to customize invoice template?
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How to Customize ZATCA Template
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How to Set Invoice Number Prefix
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How to Add Multiple Currencies
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How to Predefine Services Items on Invoices?
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How to setup Taxes on invoices?
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How to Specify the User Rate per Hour
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How to Set Credit Note and Debit Note Number Prefix
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How to Clone Invoice Templates
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How to Generate Billing Reports
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How to E-invoice your clients?
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How to Print a Voucher for Payment on an Invoice?
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How to Create Client Accounts in Different Currencies?
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How to Create Petty Cash Accounts for the Team Members?
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How to Define the User's Label to be Used in Invoicing Time Entries?
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How to Invoice Your Clients
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How to log an Expense from my Petty Cash?
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How to Manage Your Accounts
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How to Manage Expenses
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How to Add a New Bill
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How to Manage Partners Accounts
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How to Manage Suppliers Accounts
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How to Settle Payments on Invoices
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How to Track and Manage Supplier Bills Details
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How to transfer money from an account to other?
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How to Track a Trust Fund?
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How to Send Invoices by Email from LEXZUR
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How to set the opening balance of the client account?
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Create Credit Notes
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Create Debit Notes
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How to Add a Journal
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How to Settle Payments on Bills
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How to Add Adjustments on Invoices
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Lump Sum Feature
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Billing Dashboards
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LEDES Billing
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How to Customize Invoice Email Template
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How to Duplicate Billing Transactions
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How to Manage Journals
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How to Enable Analytic Accounts
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How to Use Analytic Accounting in Lexzur
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How to Delete Expenses
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How to Revert Time logs and Expenses
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How to Apply Partner Commissions on Invoices
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iDocs Module
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Intellectual Property Module
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Matter Containers Module
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Reports, Boards & Dashboards
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How to Manage Dashboards
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How to Build Customized Reports
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How to Generate Reports
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How to Manage the Matter Board
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How to Manage the Task Board
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How to Generate Companies Reports
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How to Generate Hearings Reports
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How to Generate Matters Reports
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How to Generate Persons Reports
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How to Generate Tasks Reports
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How to Generate Time Entries Reports
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How to Manage the Documents Dashboard
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How to Manage the Contract Board
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How to Generate Conflict Check Report
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Settings
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How can we add quick links from settings?
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How to Add a New User
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How to Create Custom Fields
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How to Manage Matter Workflows
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How to Configure my Kanban Board
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How to Configure the Assigned Team
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How to Configure the SMTP server for out-going emails?
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How to Customize the Client Portal
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How to Customize Workflows
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How to Enable the Hijri Calendar
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How to Enforce a Password Change for the User Upon Login.
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How to Import Data to the System
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How to Integrate Dropbox
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How to Manage Users and Licenses
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How to Replace User by Another
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How to Set the User Group Permissions
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How to Automate Tasks and Reminders
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How to Delegate Your Work to Other Team Member
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How to Change the Look & Feel of the System
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How to Set Default Matter Client
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How to Lock Time Entries Based on Workflow Status
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How to Configure Email Notifications Templates
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How to Update License Files
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How to Create Cascading Custom Fields
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Managing System Notifications
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Email Listener Feature
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Tasks Module
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Time Entries
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Contra
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How to Manage Contracts in Lexzur
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How to Generate a Contract/Document
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How to manage & capture contract/ document details
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How to Review & Approve a Contract
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How to Sign Contracts
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How to Manage Contract Reminders
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How to Track Contra Milestones
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How to Send Emails From Contracts
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How to Log Time and Add Expenses to Contracts
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How to Manage the Folder Structure Related to a Contract
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How to link a task/matter/contract to a contract?
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How to Create Contra Predefined Templates
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How to Renew a Contract
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Contracts & Documents SLA management
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How to Create Contra Template using the Word Add-on
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How to Configure Approval Centers
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How to Configure Signature Centers
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How to Create Contra Predefined Forms
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How to Configure Contra ID
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How to Manage Contracts Workflows
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How to Customize Contracts Workflows
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How to Track Contra Dashboard
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How to Share Contracts & Collaborate with External Parties
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How to Manage Archived Documents
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How to Sign Contracts in Lexzur via Docusign
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How to Sign Using Adobe in Lexzur
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How to Configure Approval or Signature Centers Based on Roles
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How to Use the LEXZUR Sign Powered by Adobe Acrobat
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How to Link Workflow Statuses to Approval and Signature Center Statuses
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How to Automate Tasks and Reminders When Creating Contracts
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How to use AI in Contra
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How to Create Contra Folder Template
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How to Setup and Configure Contra Settings
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How to Customize Contra Email Template
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How to Create Contra Amendment
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How to Create Contra Addendum
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How to Define Duration Unit For Contracts
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How to Get Contract Histories
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How to Manage Contract Templates
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How to Draft and Collaborate on documents and contracts?
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How to Amend a Contract
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How to Hide Contract Pages
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How to Hide Empty Contract Fields
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How to Reset Contract IDs
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How to Set Default Contract Name
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How to use Lexzur Internal Signature
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How to Specify Contracts First Party
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How to Manage Contra Types
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How to Hide Approval and Rejection Date
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How to Customize Contra Notification Email
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How to manage Contra Privacy
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How to Manage Contract Assignment
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Add-ons & Integrations
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Lexzur Connect for Google Workspace™
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Outlook Connect
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Teams Connect
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Zoom Connect
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LEXZUR for Word
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Adobe Sign Integration
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DocuSign Integration
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Sayen Integration
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Zapier Integration
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Emdha Integration
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How to Integrate LEXZUR with Cloud Document Management Solutions
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How to Sync LEXZUR Calendar with Google Calendar™
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How to sync LEXZUR Calendar with Office 365 Calendar
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Self-hosted configuration - Sync Email Engine with Gmail™
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Self-hosted configuration - Sync Email Engine with Microsoft Office 365
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Manage Apps in LEXZUR Marketplace
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LEXZUR Word Add-on in Microsoft Word Editor
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SSO Integration with MS Active Directory on IIS
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SSO Integration with Azure Active Directory
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OneLogin SSO Integration
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Azure Active Directory SSO Integration
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Self-hosted configuration - Sync Microsoft Office 365 Calendar with App4Legal Calendar
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How to Install Lexzur for Word Addon
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LEXZUR Client Portal
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How to Access the Client Portal
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How to Configure Roles
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How to Configure the Client Portal?
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How to Customize Client Portal Look & Feel
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How to Delegate Contracts to Alternative Collaborators
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How to Import Client Portal Users From Active Directory
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How to Manage Client Portal Users
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How to Manage Hearing Visibility From the Client Portal
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How to Manage Requests Received From the Client Portal
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How to Set Up the Client Portal Defaults
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How to Share Client Portal Requests with Watchers
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How to Share Contracts/Documents with the Client Portal
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How to Share Matters with the Client Portal
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How to Use Client Portal Sign Up Feature
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How to use the Client Portal as Client
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How to Use the Client portal as Collaborator
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LEXZUR Advisor Portal
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LEXZUR Mobile App
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How to Get Started with Mobile App
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How to Manage Persons in Mobile App
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How to Manage Companies in Mobile App
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How to Manage Corporate Matters in Mobile App
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How to Manage Litigation Cases in Mobile App
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How to Manage Hearings in Mobile App
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How to Manage Intellectual Properties in Mobile App
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How to Manage your Time in Mobile App
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How to Manage Expenses in Mobile App
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How to Manage Reminders in Mobile App
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How to Manage Tasks in Mobile App
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How to Configure Mobile App Settings
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How to Manage Contracts in Mobile App
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Lexzur Privacy Policy
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How to Manage Meetings in Mobile App
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FAQ
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How to Access the Support Portal
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How to add my own Signature
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How to assign multiple cases/matters to different teams?
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How to change the search criteria in a grid and export results?
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How to Create Your LEXZUR Account
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How to Define the Tax Number
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How to enable LEXZUR Mobile app?
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How to Enable Out of Office Feature
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How to invoice time logs/entries?
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How to Manage Reminders
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How to Manage your Profile
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How to Reset or Change your Password
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Delete Cache and Temporary Files from Internet Browser
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How to Update Subscription Via E-payment
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How to Avoid Multiple Accounts Issues in Lexzur Connect for Google Workspace™
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How to Manage User Licenses for Employee Transitions
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How to Personalize Email Sigantures
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Release Notes Core and Contra
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App4Legal.v2.0 Release Notes
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App4Legal.v2.1 Release Notes
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App4Legal.v2.2 Release Notes
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App4Legal.v2.3 Release Notes
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App4Legal.v2.4 Release Notes
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App4Legal.v2.5 Release Notes
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App4Legal.v3.0 Release Notes
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App4Legal.v3.1.1 Release Notes
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App4Legal.v3.1.2 Release Notes
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App4Legal.v3.1.3 Release Notes
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App4Legal.v3.1 Release Notes
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App4Legal.v3.2.1 Release Notes
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App4Legal.v3.2.2 Release Notes
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App4Legal.v3.2 Release Notes
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App4Legal.v4.0 Release Notes
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App4Legal.v4.1 Release Notes
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App4Legal.v4.1.1 Release Notes
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App4Legal.v4.2 Release Notes
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App4Legal.v4.2.1 Release Notes
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App4Legal.v4.2.2 Release Notes
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App4Legal.v4.2.3 Release Notes
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App4Legal.v4.2.4 Release Notes
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App4Legal.v4.2.5 Release Notes
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App4Legal.v4.3 Release Notes
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App4Legal.v5 Release Notes
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App4Legal.v5.0.1 Release Notes
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App4Legal.v5.1 Release Notes
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App4Legal.v5.1.1 Release Notes
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App4Legal.v5.2 Release Notes
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App4Legal.v5.3 Release Notes
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App4Legal.v5.3.1 Release Notes
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App4Legal.v5.4 Release Notes
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App4Legal.v5.4.1 Release Notes
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App4Legal.v5.4.2 Release Notes
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App4Legal.v6.3 Release Notes
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App4Legal.v6.4 Release Notes
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App4Legal.v6.5 Release Notes
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App4Legal.v6.6 Release Notes
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App4Legal.v6.7 Release Notes
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App4Legal.v6.8 Release Notes
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App4Legal.v6.9 Release Notes
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App4Legal.v7.0 Release Notes
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App4Legal.v7.1 Release Notes
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App4Legal.v7.2 Release Notes
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App4Legal.v7.3 Release Notes
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App4Legal.v7.4 Release Notes
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App4Legal.v7.5 Release Notes
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App4Legal.v7.6 Release Notes
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App4Legal.v7.7 Release Notes
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App4Legal.v7.9 Release Notes
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App4Legal.v7.9.1 Release Notes
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App4Legal.v7.10 Release Notes
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App4Legal.v7.11 Release Notes
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App4Legal.v7.12 Release Notes
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App4Legal.v7.14 Release Notes
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App4Legal.v7.15 Release Notes
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App4Legal.v7.16 Release Notes
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App4Legal.v7.17 Release Notes
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App4Legal.v7.18 Release Notes
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App4Legal.v7.19 Release Notes
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App4Legal.v7.20 Release Notes
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App4Legal.v8.0 Release Notes
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App4Legal.v8.2 Release Notes
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App4Legal.v8.1 Release Notes
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App4Legal.v8.3 Release Notes
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App4Legal.v8.4 Release Notes
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App4Legal.v8.5 Release Notes
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App4Legal.v8.6 Release Notes
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App4Legal.v8.6.1 Release Notes
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App4Legal.v8.7 Release Notes
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App4Legal.v8.8 Release Notes
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App4Legal.v8.9 Release Notes
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App4Legal.v8.10 Release Notes
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App4Legal.v8.14 Release Notes
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App4Legal.v8.15 Release Notes
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App4Legal.v8.16 Release Notes
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App4Legal v9.1.0.0 Release Notes
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App4Legal v9.2.0.0 Release Notes
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App4Legal v9.3.0.0 Release Notes
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App4Legal v9.4.0.0 Release Notes
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App4Legal v9.5.0.0 Release Notes
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App4Legal v9.6.0.0 Release Notes
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App4Legal v9.7.0.0 Release Notes
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App4Legal v9.8.0.0 Release Notes
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LEXZUR v9.9.0.0 Release Notes
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LEXZUR v9.10.0.0 Release Notes
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Release Notes: ADD
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Supported Platforms
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Overview
Content Tools
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