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• Download: download the selected document.
• Rename: rename the selected document.
• Open in: you can open your document in Word for the web or LEXZUR Editor to do the necessary changes to the document.
• Move: move the file to a folder.
• Copy: copy the file into an existing folder or a new one. 
• Copy link: 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

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Files could be opened either using word for the web or LEXZUR Editor a tool that allows users to directly open and modifies different files (Word, Excel, PDF, PowerPoint, etc..). 

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You can copy files to either an existing folder by clicking "Copy here" after selecting "Copy to," or you can choose to create a new folder and copy the file into it.

Additionally, you have the option to move files from Lexzur Documents to Google Drive, SharePoint, OneDrive, and Dropbox by right-clicking on a file and selecting 'Save to.'

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Folders can also be made private so that only specific people with access can open them or could be shared with external parties.

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