How to Manage the Folder Structure in IPs

Objectives

• Create or upload files/folders related to an IP
• Manage the attachments (Edit, Share, Set Privacy, Search...)

Steps

• Open the Intellectual Property Module from the main menu.

• Select the IP you want to work with from the grid, then click on the ID or Name to open its page.

• Within each Intellectual Property page, there is a dedicated "Attachments" tab.

This tab serves as a centralized repository for all Intellectual Property-related attachments, encompassing a wide range of items including contracts, documents, legal files, licenses, meeting notes, etc. 

• To Add new files/folder, click on the New or Upload Buttons.
• You can create New Folders, Word Documents, Excel, and PowerPoint. 

• To upload a file, you can simply drag & drop them from your Windows or Mac from file viewer. You can also upload a file or folder from the Upload button.

Once your documents and folders have been added, you can modify them as needed.

• The File/Folder can be managed by simply selecting the attachment you want on the grid, and all the actions will be visible at the top of the page.

• You can Rename, Move, Open, Delete, Share, and much more:
  • 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 make 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.
  • Convert to PDF
  • Delete

• Files could be opened either using Word for the web or Lexzur Editor a tool that allows users to directly open and modify different files (Word, Excel, PDF, PowerPoint, etc..). 

• The Editor will automatically upload a newer version of the document into Lexzur after saving. You can then see the list of versions this document has, the user who added each version, and the date and time, and you can click on any older version to download it.

• Folders can also be made private so that only specific people with access can open them or share them with external parties.
• Therefore, select the folder and choose "Share with" from the options on the top. 
• Add the recipients, the users who will give the access, specify the permission as Editor or just Viewer and save.

• In addition, the smart search tool allows you to search for any document. The search will return all files and folders related to the word you added in the search box.

• Lexzur integrates with leading cloud storage platforms, including:

• • Google Drive

  • OneDrive

  • Dropbox

  • SharePoint

  • iManage

• You can access your cloud accounts from within Lexzur, retrieve or link documents directly to your records, and upload or store files seamlessly between platforms

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

Thank you!