On the main menu bar is the
View tab. The
View tab gives you access to data and functions outside the context of a single entity. It aggregates data across all entities to which the logged in user has access.
View > Alerts page gives you two perspectives on all alerts in Lextree: a calendar view and a list view.
Calendar view, select a task to see additional details.
Alerts tab, select the name of a task to see the task details.
View > Documents page provides a list of all documents from across the entities to which the user has access. Selecting the title of the document displays the
Edit Document page. Selecting the Entity name displays the entity details page. And finally, the file or link will display the document or page.
Lextree will attempt to open the document in the browser. If, however, your browser, extensions, or security requirements do not permit opening the document, then Lextree will allow you to download the document so you can open it in its native application.
View > People & Organizations page presents three collections:
Select the name of any person or organization to edit the details.
Access all the requirements across the corporate registry on the
View > Requirements page.
Requirements are grouped in
Annual Reports / Statements and
Other Requirements. Selecting the name of the requirement allows you to edit the details.
There are lots of options for interacting with tasks on the
View > Tasks page.
Tasks are grouped onto four tabs:
Assigned by <User's Name>.
In Progress tab, you can also view tasks in one of four buckets:
Due This Month,
Due Next Month, or
View menu gives you access to a wide range of information about your entities.