# 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 %}