# Document management

Our document management tools are always located in the top right corner of a document.

![](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS8Dq_iqEIflAmbaOkI%2F-Mbmbi3Awv0qExDkm9R6%2F-MbmgUZv1EuZOmv6MhUS%2Fhighlighted%20tools.png?alt=media\&token=e00719d2-890b-4b23-92ff-54f95a42b163)

## **Save as favourite**

The **Save as favourite** icon will save the document you are reading, allowing you to easily find it again in your folders.

![](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS8Dq_iqEIflAmbaOkI%2F-MbmpVSZs-05Vj7WC5n-%2F-MbmumZCceZtxvu04n_X%2FSave%20as%20favourite.gif?alt=media\&token=c819d912-4ede-4f71-83d7-3ad515c5d23b)

{% hint style="info" %}
Find the documents you mark as favourites in the [Folders](https://support.vlex.com/features/document-management/folders) menu. For advice on making the most of your folders, read [Create a research workflow](https://support.vlex.com/support-1/frequently-asked-questions/research-using-folders).
{% endhint %}

## **Add to folder**

This option adds the document into your [Folders](https://support.vlex.com/features/document-management/folders). Use the pop-up dialogue to add the document to a new folder, or put it into an existing one.

![Adding a document to a folder](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS8Dq_iqEIflAmbaOkI%2F-MbmpVSZs-05Vj7WC5n-%2F-Mbmu_sj_x0qrt6Ln1O2%2FAdd%20to%20folder.gif?alt=media\&token=3a5371b2-0d57-4c87-93e1-4e8ee66d6fba)

{% hint style="info" %}
Another way of adding documents to your [folders](https://support.vlex.com/features/document-management/folders) is to add [highlights or notes](https://support.vlex.com/features/document-management/notes-and-highlights) to them.
{% endhint %}

## **Print**

Print any document using this icon. You can choose to include highlights or notes, and select the font size.

![Printing from vLex](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS8Dq_iqEIflAmbaOkI%2F-Mbmbi3Awv0qExDkm9R6%2F-MbmnmVXwzcGkAC3x59G%2FPrint%20dialogue.png?alt=media\&token=3e59f58f-c395-462c-8f67-8d6b5cc9edd4)

{% hint style="info" %}
After selecting **Print**, the process that follows will depend on your browser and operating system.
{% endhint %}

## **Share**

The **Share** tab allows you to share a document with colleagues or other vLex users in various ways. You can use social media, email, [reference managers](https://support.vlex.com/features/integrations), or [copy a link to the document](https://support.vlex.com/support-1/frequently-asked-questions/share-documents), which you can paste wherever suits you.

![The share menu](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS8Dq_iqEIflAmbaOkI%2F-Mbmbi3Awv0qExDkm9R6%2F-MbmoO9qEzHj8oC7ijVj%2Fshare%20menu.png?alt=media\&token=cb837387-a89d-44ad-bba1-8f4e7233540f)

**Share**

* Selecting **Twitter**, **Facebook**, or **LinkedIn** will open a new tab, automatically creating a post on that site with a link to the document you are sharing.
* **Email** will open a pop-up within vLex from which you can send a link to the document. Your recipient will get an email from <no-reply@vlex.com> informing them that you have sent the document.

**Reference managers**

These [integrations](https://support.vlex.com/features/integrations) are great for researchers who want to keep their citations in dedicated software.

* [RefWorks](https://support.vlex.com/integrations#refworks) will open in a new tab where you can sign into their website.
* [RIS (EndNote)](https://support.vlex.com/integrations#endnote) will download the .ris file to your computer. You can use this file to upload the information from the **Import References** menu in EndNote Desktop or EndNote online.

**Copy**

* **Link to page** will open a box with a link you can use to share immediate access to the relevant page on vLex.
* **ID vLex** is a number you can enter into vLex, or share with others, that will allow you to find the document quickly and easily.

## **Download**

The **Download** button opens a menu where you can choose between downloading a PDF or a Word version of the document.

Usually, PDFs will open in a new tab of your browser, and you will need to click download again on the PDF reader.&#x20;

Microsoft Word (.docx) documents usually go straight into your downloads folder.

![The share icon on a document page in vLex ](https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MS8Dq_iqEIflAmbaOkI%2F-Mbmbi3Awv0qExDkm9R6%2F-MbmojRtQBD_GHActXR-%2Fdownload%20menu.png?alt=media\&token=e9eeb760-ce4a-47c5-a0d4-a5cb1111332d)

## Video walkthrough

{% embed url="<https://vimeo.com/917899610>" %}
Short video, narrating the organisational tools and how to use them.
{% endembed %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.vlex.com/features/document-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
