Objectives
- Install and configure cloud document apps such as Google Drive, Dropbox, OneDrive, and SharePoint.
- Manage integrations from the LEXZUR Marketplace.
- Access and manage documents across modules using LEXZUR 360 Docs.
Steps
Lexzur 360 Docs allows you to integrate your Lexzur platform with leading cloud-based document management services including Google Drive, OneDrive, Dropbox, and SharePoint. This integration provides a centralized, secure, and user-friendly environment for managing all shared documents directly within Lexzur.
1. Access the Lexzur Marketplace
To begin the integration process:
Navigate to the navigation menu.
Select Marketplace to explore available apps.
2. Install Cloud Document Apps
On the Find New Apps page:
Use the search bar or browse through categories to locate the app you wish to install (e.g., Google Drive, OneDrive).
Click Get Now to install the selected app.
3. Manage Your Installed Apps
Once installed, you can manage your apps easily:
Go to the Manage Apps section to Uninstall or Configure your apps.
Use the Configure button to access integration settings page in the system.
- From this page, you can set a default cloud storage app, which will prioritize that app on your documents page.
4. Access Cloud Documents via the System
Once integrations are enabled:
Cloud documents can be accessed from:
The iDocs module
The Attachments tab within any module
5. Perform Actions Within Lexzur
- Click on the tab to open any app you need, for example OneDrive tab
Sign in using your account credentials the first time you access each integration.
- Each cloud integration maintains its native folder structure. For instance, when accessing OneDrive from Lexzur, your folders and files will appear exactly as they do in your OneDrive account.
Lexzur 360 Docs enables users to take direct actions on files and folders without leaving the platform. This includes:
Uploading or downloading files
Renaming files or folders
Saving files as Lexzur Documents (which will appear in the Lexzur Documents tab)
6. Link Folders to Matters and Other Modules
Documents can be accessed from any module, allowing users to link folders to specific matters, contracts, or tasks.
By linking a folder, you will be redirected to the linked folder every time you view your documents.
To link a file/folder:
Click the Link button next to the folder/file you wish to associate.
Once linked, the document tab in that module will automatically redirect you to the selected folder.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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