Overview of Your Organizational Tools in vLex Library

Learn to manage your legal research in vLex Library. This overview covers Folders, Notes, Highlights, sharing, and integrations like vLex for Word.

Summary

Use vLex Library's suite of organizational tools to manage, annotate, and share your research. These features, including Folders, Notes, and Highlights, help you turn found documents into a structured, actionable knowledge base.

Why This is Important

Effective organization is crucial for an efficient ai legal workflow automation. These tools allow you to save your work, collaborate with colleagues, and build upon previous research, saving you from having to start from scratch on every new matter.

How to Use Your Organizational Tools

Organize with Folders and Favorites

  • Folders: Group related documents together by project or area of law. You can create folders and subfolders from the Folders option in the main menu.

Stay organized: Group documents by project or area of law with folders and subfolders.

  • Favorites: Mark frequently used documents as a Favorite by clicking the star icon in the document viewer for quick access.

Quick access: Mark your go-to documents as Favorites with the star icon.

Annotate with Notes and Highlights

While viewing a document, select any passage of text to bring up a menu.

  • Highlight: Mark important passages in yellow.

  • Note: Attach a personal comment or reminder to a specific passage.

Highlight key text or add personal notes directly in your documents.

Your Annotations are Private: Notes and highlights you create are only visible to you and will not appear if you share the document with a colleague.

Manage with Print, Share, and Download

From the top-right of the document viewer, you can:

  • Print: Print a document, with the option to include your notes and highlights.

  • Share: Send a link to a colleague via email or copy the link.

  • Download: Save a document as a PDF or Word file.

Use the icons in the document viewer to save, manage, and share your work.

Extend with Integrations

  • vLex Cloud: Securely sync your own documents from Dropbox or OneDrive to use vLex's powerful analytical tools on your private work.

  • vLex for Word: Bring vLex's research and citation analysis tools directly into your Microsoft Word documents.

Best Practices & Pro Tips

  • Create a Folder Structure: Before starting a large project, create a main folder and several subfolders in the Folders menu to keep your research organized from the beginning.

  • Manage Annotations: You can see all the documents you have marked up by going to Folders and selecting the Documents with marks view.

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