How to Share Documents with External Persons

Objectives:

• Share files with external persons to edit or review

Steps:

Lexzur allows you to securely share documents with external parties for seamless collaboration.

Sharing a Document

• Navigate to the Attachments tab of any record (Matter, Case, Contract, Task) or go to the iDocs module.

• Select the file you want to share.

• Click the Share button from the top action menu.

• In the sharing window:

  • Enter the recipient’s email address.

  • Click "Add as External" to confirm the email.

• • (Optional) Add a message under the Comments section.

  • Choose the recipient’s permissions:

    • Viewer – for read access only.

    • Editor – to allow editing or reviewing the document.

  • Click Add, then Save to send the document.

The recipient will receive an email containing your message and a secure link to the document.

Access and Permissions

1. Editor Access
The recipient will receive an email including you message with the document and will be given two review options:

• Review Online:

  • Click Edit Document in the email.

• • Complete the OTP verification step. You'll receive an email with the code, add it here to verify and proceed.

• •  

  • The document opens in the online editor directly in the browser.

  • The user can edit, comment, and collaborate in real time.

• •  

  • Changes are automatically saved and reflected in Lexzur.

• Review Offline:

  • Click Review Document.

• • Complete the OTP verification step.

  • The file will now open in browser with a side panel including steps for offline review process.

    Completing the Review (Offline Flow)

1- Review the Document

• • You can review the document directly in your browser.

  • Alternatively, download the document using the provided link and review it offline.

2- Edit Step

1. • After reviewing, click Next.

   • If you made changes, upload the updated version of the document.

   • If no edits were made, simply click Next to proceed.

3- Add Comments and Submit

• • In the final step, add any comments or feedback in the comment field.

  • Click Finish to complete your review.

After submission, the updated document will be automatically reflected in the main Lexzur system.

• The latest version can be viewed from the relevant Attachments tab of the associated record.

• The internal user will receive an email notification indicating that a new update was made, along with the name of the reviewer.

2. Viewer Access

• The recipient will receive a secure link via email.

• Clicking Open will prompt an OTP verification (sent to their email).

• Once verified, the document opens in read-only mode for review.

This external sharing process ensures secure, traceable, and collaborative document handling with anyone outside your organization.

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

Thank you!