Add & Update Documents

Entity Management

Updated: March 19, 2024

Lextree allows you to manage legal entity documents in a flexible way. You can upload or link to document. You can also categorize documents in a way that suits you.

Editor users may create new or edit existing document records and attach files related to an entity by doing the following:

1. Go to Entities and click on the entity’s Legal Name link to view the desired entity record.
2. Click Add on the Documents tab below the entity summary information, or click on an existing document name.
3. You may upload file attachments or copy a URL to store a link to a file stored in another document repository.
4. You may setup email alerts for the document by clicking the Send Alert? checkbox and selecting the desired alert email timing, frequency, recipients, and message.
5. Click Submit to create or edit the document record.