In this article:
Getting started
To manage file access, navigate to the Files tab of the relevant matter or contract, click the three dots next to the file or folder, and select Manage Access.
You can choose from 3 access levels that determine the files' visibility.
To find out which colleagues have access to a file, hover over the people picker icon:
The three access levels
Access levels control who can see and edit files and folders in LawVu.
General
Anyone with access to the matter or contract—including Standard users and teams—can view and interact with the files and folders.
Limited
By default, all files and folders in LawVu have Limited access. This allows visibility to any user with "full matter/contract access" permission that can access the matter or contract.
Standard users who upload files and folders are automatically granted visibility.
You can also add or remove other Standard Users (that are members of the record) as needed. Check this article for more information: File access for standard users
Restricted
Restricted access limits visibility to specified users or teams.
The person who sets the restriction is automatically added.
Additional users and teams can be added or removed as needed.
Additional information
Folder access inheritance
When you set access for a folder, all its subfolders inherit the same access.
Setting a folder to
LimitedorGeneralaccess will not be inherited by nestedRestrictedsubfolders.
Moving files and folders may alter access
Moving files or folders to the top level retains their previous access settings.
Moving files or folders into another folder inherits the access level of the destination folder.
Access inheritance applies to any further nested folders.