Lexagle

Learn all about how our document management system works.

What is Vault?

Learn all about how to set up dynamic views to see the documents you want.

How do I use Vault?

How do I use Vault's Quick and Full-Page View?

How do I download a document?

How do I filter documents in Vault?

How do I sort documents in Vault?

How do I pin a view in Vault?

How do I duplicate a view in Vault?

How do I delete a view from Vault?

How do I export a view in Vault?

How do I edit the document information in Vault?

How do I search documents in Vault?

How do I view Vault's activity log?

Lexagle Support

Document management system for modern enterprises

Vault

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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