Within the Internal and External rooms, there are various features.
Messages
In the room, you can see messages sent by other stakeholders. To send your own, simply enter your message in the message box and click the Reply button.
Files
In the room, you will see two types of files that are sent.
Agreements
Legal documents that require drafting, reviewing, and signing.
Versioning will be tracked and changes will be documented using redline.
Supporting Files
Other documents that serve as references for the agreements or for other users.
e.g. Emails
You can either view them in the room discussion or see a consolidated view in the side panel.
To learn about how you can upload files, refer to this article.
Tasks
In the room, you can assign or be assigned tasks from a message or agreement.
To learn about how you can use tasks to manage your workflow, refer to this article.
Rooms Panel
In the left panel of the room, you will see all the internal, external, and signing rooms in the workspace. You will only be able to access the rooms that you are a part of.
To learn more about creating workspaces and discussion rooms, refer to this article.
To learn more about creating signing rooms for eSignature, refer to this article.
Document Room
In the left panel of the room, you can also access the Document Room.
In the Document Room, you will see all the consolidated files from the rooms you are a part of.
Stakeholder Management
In the room, you can manage your stakeholders by clicking on the Invite button.
In the Manage Stakeholders popup, you can:
See the stakeholders already added to the room
Add more people to the room
Remove people from the room (only for the room owner and their company members)
Note: The room owner cannot be removed from the room.
To learn more about inviting or referring users to join Lexagle, check out this article.
Room Management
In the room, you can manage your room settings by clicking on the Settings button.
In the Manage Room popup, you can:
Hide the audit trail in the room
Leave the room
Note: The room owner cannot leave the room.
Close the room (only for the room owner and their company members)
