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Lextree Documentation

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Entities Introduction

Lextree for Entity Management Documentation Welcome to the documentation for Lextree for Entity Management. Select a topic to the right to get started.

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Quick Start Setup

Quick Start Admin Setup for Entities Learn how to setup Lextree quickly for you and your team. Step 1. Add Users Unless you are on the Professional plan, add at least one other user to explore the possibilities of Lextree. Navigate to Settings...

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Getting Started

Getting Started with Entities How to start using Lextree to manage your legal entities. Step 1. Login to Lextree If a Lextree administrator has added you to your organization's account, you have received an email from Lextree with your temporary...

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Entities Overview

Entities Overview Editor users may view, add and update entity records at “Entities" (Reader users have view-only access). You may search for records via the search bar. Click "Add" to create a new record. Click on an entity's "Legal Name" to...

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Dashboard Overview

Dashboard
Entity Management Dashboard The Dashboard is the first page after you login. The Dashboard displays current information for the logged in user.

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    10260 SW Greenburg Road, 4th floor Portland OR 97223
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