Objectives
- Get Google Drive, Dropbox, One Drive, or SharePoint Apps.
- Manage Apps
- Understand how to Manage and Track Documents in App4Legal LEXZUR 360 Docs.
Steps
In App4LegalLEXZUR, Legal practitioners can have a single source for all their shared documents and files on virtually any cloud document management solution, in a central, user-friendly, and secure repository.
With App4Legal LEXZUR 360 Docs, users can now integrate their App4Legal LEXZUR instance with Google Drive, One Drive, Dropbox, and SharePoint.
First, these integrations should be installed from App4Legal LEXZUR Marketplace.
From the More options in the main menu, choose Apps Marketplace, where you can explore and manage your apps in App4LegalLEXZUR.
Get Apps:
Anchor getapps getapps
The Find new apps page allows you to search for the App you want, and categorize them.
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Choose the app you need, for example, Google Drive, and press Get now
Manage apps:
Anchor manageapps manageapps
Managing your apps include: Uninstall or Configure
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Once enabled, users can access all the App4Legal LEXZUR 360 Docs integrations, and switch easily between them from wherever documents can be accessed in App4LegalLEXZUR.
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You can do so from the IDocs module or the Attachments tab available in any module by simply heading to the document storage needed.
Each integration in App4Legal LEXZUR 360 Docs uses the same folder structure as the platform it's used with. Therefore, when users click on the "One Drive Tab", for example, the files and folders are displayed exactly as they would be in OneDrive. And that's true for every integration.
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Users are also able to take quick actions and make changes to their files and folders in Google Drive, One Drive, Dropbox, or SharePoint, directly through the App4Legal LEXZUR Instance.
This includes renaming, uploading, and downloading folders and files…etc.
Users can also save the file as App4Legal LEXZUR Document and it will appear in the App4Legal LEXZUR Documents tab.
Moreover, App4Legal LEXZUR 360 Docs are linked to every module. This means users can access their documents on the fly.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!