Objectives

• Set Privacy at the level of the Matter
• Set Privacy at the level of Folder 

Steps

In App4LegalLEXZUR, you can set privacy at the level of Matter or folder.

When adding a new corporate matter or new litigation case, you can set the matter as private by simply clicking review the privacy settings on the "General Info" section of the create matter page. Click on the "Set as Private" hyperlink. Only Everyone" link to share it with specific users. By default, the matter creator and the assignee can access it. You can specify the users that you need to share the matter with them.assignee will be set as the default users with whom the matter is shared. You have the option to add any other users and set it as private.

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You can also set the privacy of a  corporate matter or a litigation case from the Privacy section in the General Information of the matter. 

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At the level of the folder, you can set the privacy of the folder by clicking on the actions wheel near the folder name → Click on " Share with".

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In addition, all matters can be set to private by default by the administrator.

This can be done from the System Settings → Setup & Configuration. Click on the default values tab and set "Matter private by default" to "yes".

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Privacy can be set also at the level of the folder. You just need to click near the folder → "share with" 

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Select if you want to share the folder with everyone or with specific users that you should enter their namesrecipients, give them "Editor/Viewer" permissions, and select the access type. 

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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!