Documents

Store, view, edit, version, and organise all office documents in one place.

[ Video guide — insert video or link ]

In this article

• Open the Documents module
• Add a new document
• View a document
• Edit a document
• View document versions
• Organise documents by type
• Use document templates
• Search and filter documents
• Customise the column view

Open the Documents module

• In the main menu, click Documents.

The list shows the document name, who added it, and the document type. Supported formats include Word (.docx), Excel (.xlsx), PDF (.pdf), and others.

[ Screenshot — Document list ]

Add a new document

• Click Add (+).
• Select a document from your device.
• Document name (required)
• Document type (required) — select from the list of types.
• Case (optional) — link the document to a case.
• Client (optional) — link the document to a client.
• Click Save.

The document appears in the document list.

[ Screenshot — Add document ]

View a document

Click a document in the list to view its content inside the application, without downloading it.

[ Screenshot — Document view ]

Edit a document

• Open the document from the list.
• Click Edit (pencil icon in the top bar).
• Make the changes and save.

Lexra records the changes and keeps a version history.

[ Screenshot — Edit document ]

View document versions

Each change is captured as a version. The version history shows who made the change, the date and time, and gives access to previous versions.

Note:  Versioning gives you change control and reduces the risk of losing previous versions of a document.

[ Screenshot — Document versions ]

Organise documents by type

Documents are classified by type — for example Contract, Judgement, Decision, Correspondence, Power of attorney, Claim. Types are defined in the Document types section.

[ Screenshot — Document types ]

Use document templates

The Templates section stores frequently used documents — template contracts, powers of attorney, claims, and correspondence. Templates cut preparation time and keep content consistent.

[ Screenshot — Templates ]

Search and filter documents

• Search by document name.
• Filter by document type or other available criteria.

[ Screenshot — Document search ]

Customise the column view

• Show or hide individual columns.
• Change the order of columns.
• Save the customised view for future use.

[ Screenshot — Column visibility ]