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Choose the Folder from which you want to select your files, select the documents, and press Attach.
When attaching files from Lexzur documents, the system will now default to the attachments tab associated with the specific matter or contract, however you can still choose to select from iDocs.
Additionally, users can preview attachments directly within the email drafting process. Clicking on an attachment will convert it to a PDF format, which can then be conveniently previewed in a pop-up window, regardless of the original file type—be it an image, document, spreadsheet, or presentation.
Furthermore, you You have the option to respond to the email directly within Lexzur, and also to forward it for further communications.
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