Start collaborating internally and externally with your stakeholders with just a few clicks on Lexagle! In this article, we cover the following topics to orientate you with Lexagle's Workspaces:
Starting with Workspaces
Different functionalities of Workspaces
Document Room
Document Drawer & Versioning
Internal & External Rooms
Signing Rooms
Starting with Workspaces
Lexagle is built around the concept of workspaces. Workspaces are a combination of rooms & functionalities that help you navigate the typical lifecycle of a contract , and documentation-heavy processes within your company.
A workspace comprises of the following:
Document Room: A room where you can see a consolidation of all agreements & supporting documents across your workspace.
Internal & External Rooms: Rooms where you collaborate with your internal stakeholders & external counterparties on contracts.
Signing Rooms: Rooms where you send documents for signature. To learn more about our eSigning feature, go to our dedicated articles on Signing for more information.
Different functionalities of workspaces
Every workspace is unique and can be configured for matter-centric collaboration, dealing with multiple agreements & stakeholders.
For example, a workspace can be used to deal with:
Employment Matters, which involve more than an employment contract
Partnership Matters, which often involve multiple agreements & documentation
Sales Matters, which often involve agreements, purchase orders and more
Document Room
The document room is the source of truth for all agreements & supporting files within the workspace, and you will be able to view a consolidated view of all files within the workspace.
You can use the document room as a jump off point for knowing where the latest versions of your agreements & supporting files are.
Note: You will only be able to see the files that you have access to, depending on which rooms within the workspace you are added to. For example, if you are only added to an Internal Room, you will only be able to see the files within the Internal Room. You will not be able to see files within the External Room.
Document Drawer & Versioning
The document drawer helps you consolidate the different versions of a document across a workspace, so you know which version of the agreement you are looking at.
The document drawer is always persistent across the workspace, so you always know what you're looking at.
The buttons on the top of the drawer are relating to the latest version of the agreement, for you to Send, Sign, Download or View.
You can easily click any of these buttons, or click the Update button to upload a new version of the agreement.
The different versions of the agreement are categorised by date, and you will be able to view and jump to the different versions across rooms within the workspace.
You can view them according to their date of last activity, along with which version is the latest version.
You can also View Version Information and Trail.
After clicking into View Version Information and Trail, you will also be able to see the specific version information relating to the particular version of the agreement, along with an audit trail of the document (including who uploaded it, and what relevant tasks have been assigned to it).
Note: You will only be able to see the versions that you have access to, depending on which rooms within the workspace you are added to. For example, if you are only added to an Internal Room, you will only be able to see the versions within the Internal Room. You will not be able to see versions within the External Room.
Internal & External Rooms
Rooms are the heart of collaboration in Lexagle. You can easily collaborate with stakeholders on multiple agreements, all within the same workspaces & rooms.
You can use Internal Rooms to collaborate internally with your company's stakeholders.
You can use External Rooms to collaborate externally with your counterparties.
Lexagle's Internal & External Rooms also integrate with existing features such as the Document Room and Document Drawer, but also contain other features such as Tasks, Redlining and more.
Lexagle's Rooms support the following functionality:
Auto-redlining of every new version of an agreement;
Assignment & tracking of tasks to comments or agreement versions;
Integrated secure chatrooms which can only be accessed on invitation.
Each workspace can house 1 active internal room & external room, with enhancements coming soon in Q3 2022.
Signing Rooms
To learn more about Lexagle's signing rooms, go to our article on Getting Started with eSigning on Lexagle.