...
- Download: download the selected document.
- Rename: rename the selected document.
- Open in: you can open your document in Word for the web or App4Legal LEXZUR Editor to do the necessary changes to the document.
- Move: move the file to a folder.
- Copy: copy the file's link.
- Share with: share the file with specific people. You can limit their permissions to editors or viewers.
- List Versions: this shows all the version history of the file if it was edited.
- Show in Advisor Portal: make this file visible in the Advisor Portal.
- Show in Client Portal: make this file visible in the Client Portal.
- Convert to PDF
- Delete
...
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The Editor will automatically upload a newer version of the document into App4Legal LEXZUR after saving.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.
...
| Tip |
|---|
Learn more about how to use App4Legal LEXZUR Document Generator in this guide. |
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.
| Note |
|---|
| You must first enable the integration to use App4Legal LEXZUR 360 Docs. Learn more here |
...
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legal.com.
...
