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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 to: 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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