COMING SOON! Managing access to files and folders in LawVu is changing, with improved sharing options and better visibility of users with access.

Available now for File Access for Standard users Early Access group.

In this article:

Definitions

Standard user
- Users who can only view a matter or contract via the Preview in the Business portal or legal workspace.
- Users who do not have “Full Matter Access” or “Full Contract Access” permission for the relevant record type.
Workspace user
- Users who can access the full LawVu legal workspace, and can view the details of a matter or contract.
- Users who have “Full Matter Access” or “Full Contract Access” permission for the relevant record type.

File access levels

Instead of just making folders private, now you can allow broad access to your files or folders using the following file access levels:

General
This allows anyone that can access the containing matter or contract, including:
- Standard users
- Workspace users
- Teams or security group member
Limited
This allows only workspace users and specified Standard users (both which require access to the containing matter or contract).
- By default, the Limited access level provides file access for:
  - The Standard user who created or uploaded the file (you can revoke access for the user later if required).
  - Workspace users who can access the matter or contract, including:
    Members of the Matter/Contract
    Members of any specified Team
    Members of the privileged Security groups
- Specific Standard users can be added or removed manually.
Restricted
This allows only specified users or teams (both which require access to the containing matter or contract).
- The person who restricts the file or folder will be added automatically as the restrictor.
- Specified people or teams can be added or removed manually.
- Notes:
  - Users cannot remove themselves.

Limited is the system default access level of a matter/contract file or folder when created or uploaded.

If a Standard user creates a file/folder, they will be a specified Standard user with access.

Nested folder access inheritance.

Setting access to a folder will be inherited by all subfolders with the same or wider access level.
For example: Setting a folder to Limited access will not be inherited by Restricted subfolders.

Moving files and folders may alter access.

When moving files and folders to the top level, they will retain their previous access settings.
When moving files and folders into another folder, they will inherit access from the destination folder.
- Nested folder access inheritance applies to any further nested folders.

Standard users CANNOT:

Manage access of a single file or folder

Navigate to the relevant matter or contract Files tab
Click the three dot “ellipsis“ dropdown of the file or folder you want to manage
Click Manage Access

Choose which file access level you want:

General: This allows anyone that can access the containing matter or contract
Limited: This allows only workspace users and any specified Standard users that can access the containing matter or contract.
Restricted: This allows only specified users or teams that can access the containing matter or contract.

Adding specified people and teams from the record