Sharing files is a cornerstone of running a successful practice. With LexShare, sending files to your clients and requesting client uploads can easily be done with just a few clicks!
The Sending and Requesting Files with LexShare video shows you just how easy it is to manage your files, even when sending large documents that are normally too big to be attached in an email. This video shows you how the file sharing process works, and you’ll be able to see what your clients will see when receiving your shared files or upload requests.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
When it comes to requesting eSignatures from your clients, LexShare makes it easy to request the information you need, all from within PracticeMaster.
LexShare provides the easiest way to send and receive electronic signatures and files from PracticeMaster. The Requesting eSignatures with LexShare video walks you through the eSignature process, from submitting the request to importing the document back into PracticeMaster.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Integration with LexShare, a secure file sharing and electronic document signing service, has been enhanced in the most recent version of PracticeMaster. LexShare integration allows your clients to easily upload files that you request, or add their electronic signature to a document that you send. The document can then be imported to the PracticeMaster Document Management file.
The Request eSignature, Request File, and Send File actions are available in the Take Action group of the Quick Clicks pane in the Matter Manager, Client file, and Document Management file. These links open a new window where you can send an email to a client or other recipient, allowing them to access, sign, and return documents to your office.
Previously, LexShare integration required the LexShare Add-in for Outlook to perform secure file transfers and electronic signature requests. Beginning with Version 2022 (Build 22.2.10), Outlook is no longer required.
Additional information about using PracticeMaster with LexShare can be found in KB Article R11901, “LexShare Integration.”
Integration has been added with LexShare, a secure file sharing and electronic document signing service, which allows your clients to easily upload files that you request, or add their electronic signature to a document that you send. The document can then be imported to the PracticeMaster Document Management file.
The Request eSignature, Request File, and Send File actions are available in the Take Actions group of the Quick Clicks pane throughout PracticeMaster. These links open a new email message in Outlook where the LexShare Outlook Add-in can be used to send a request to the client.
A new Import LexShare Files window is used to import documents that have been uploaded to LexShare as Document Management records in PracticeMaster. The number of documents available for import is displayed on the Import LexShare Files action.
Additional information about using PracticeMaster with the LexShare service can be found in KB Article R11901, “LexShare Integration,” and information on using the LexShare Add-in for Outlook can be found in KB Article R11906, “Using the LexShare Outlook Add-in.” The LexShare Add-in requires Outlook 2019 or later using a hosted version of Exchange.
The LexShare integration is available in Version 2022 (Build 22.2.7) and later.
