You can easily and efficiently edit, share, and work with your files and folders in LawVu.
Who can use this feature?
👤 Contributor, In-House Legal, or Administrator roles
🔑 Needs the 'full matter/contract access' permission
From the Files tab of a matter or contract, hover over the file you want to work with, and click the three-dot ellipsis menu that appears. Depending on the active integrations, you will see a menu similar to the one below:
From here, you can perform several actions:
Download - Starts the download of a local copy of the file or folder on your workstation.
Copy link to file - This link is a great way to share a file. It will open the actual file in LawVu, but only for people who are members of the matter or contract.
Email file - Email the file to your inbox or that of a colleague. You can add as many email addresses as you want and optionally type in a note.
Note: If Compliance Security is enabled for your organization, you won't see the "Email file" option.
Send to AdobeSign/DocuSign/Dropbox - Depending on the integrations available for your organization, you will be prompted to log in with your AdobeSign/DocuSign/Dropbox credentials to sign the document digitally.
Edit with Word/Word on the web/Excel on the web - Edit Word/Excel documents in Word/Word on the web/Excel on the web. When you finish making edits and close the browser tab, the document will be updated in LawVu with all the changes you made. To learn more about this feature, check these articles:
Please note that PDF files cannot currently be edited directly within LawVu. To make any changes, you'll need to download it and edit it on your computer.
Upload a new version - This feature makes it easy to manage your file history. Simply upload a new version, and the left sidebar will display all your older versions for quick access.
Duplicate - Selecting this option creates a copy of the folder/file. Duplicating a folder also duplicates the files saved within it.
Move - Helps you move a file/folder to a different folder/subfolder within the same matter, keeping your files and folders organized.
Tags - Tags are labels you can use to help organize your files. Type the desired tag name into the 'Add Tags' box. As you type, the system will auto-prompt existing tags. You can either click on the suggested title or continue typing your own. To view a list of existing tags, click the icon to the left. To learn more about using tags to filter data, check this article: How to use tags to filter data.
Rename - Click on it to view the file in preview mode. Place your cursor on the title area and begin editing. The changes will be saved automatically. Any document type can be renamed in a similar manner.
Delete - Deletes the file from LawVu.
When a file is opened, clicking the ellipsis button prompts the More Actions menu. You can upload a new version of a file, download it, copy the link to it, email it, add it to the Knowledge Base, or work with it using an integration or add-in.
You can restrict files and folders so that only specific teams or people can access them. To learn more about how to do this, refer to this article on Restricted folders.