Lexful How-To Docs
About Lexful, Lex, and Fin
By Jeremiah1 author23 articles
- How to manage account settings
- How to update user profile settings
- How to manage users and permissions
- How to manage organizations
- How to create and edit documents
- How to use Ask Lex
- How to set up IP allowlist
- How to create and edit assets
- How to use group management
- How to use Access Grants (permissions)
- How to bulk archive / change permissions
- How to configure Lexful integrations
- How to configure mappings and data sync settings for integrations
- How to set up a security role and API user for ConnectWise integrations
- How to create and manage tags
- How to utilize Lex actions in documents
- How to use the Asset Type builder
- How to track asset expiration
- How to export organization data
- How to personalize asset list views
- How to add attachments into the Lex knowledge graph
- How to manage billing and licenses in Lexful
- How to configure Ask Lex connector: Liongard - live ops data without leaving the chat