# Workflow: How to Collaborate with Your Team

### Summary

Collaborate with colleagues on your **vlex legal research** by using the **Share** feature to send links to documents and the **Folders** tool to create shared research projects.

### Why This is Important

Collaboration is essential for modern legal teams. These tools provide a simple and effective way to share findings, delegate research tasks, and build a collective knowledge base for your cases, improving your team's overall efficiency.

### A Step-by-Step Collaboration Workflow

#### Step 1: Share Key Documents

When you find a document that is critical for your team, share it immediately.

1. From the document viewer, click the **Share** icon in the top-right corner.
2. Choose to share via **Email** or **Copy** the link to paste into your team's messaging application (e.g., Slack, Microsoft Teams).

{% tabs %}
{% tab title="English Interface" %}

<figure><img src="/files/COIoj7TqTJ00joWHUs04" alt=""><figcaption><p>Easily share a direct link to any document with your colleagues.</p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="/files/y3eWNTZPKwFMY6VaNnQr" alt=""><figcaption><p>Comparte fácilmente un enlace directo a cualquier documento con tus colegas.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

#### Step 2: Create a Shared Folder (Requires Admin Setup)

For larger projects, work from a shared set of documents.

{% hint style="info" %}
**Note on Shared Folders:** Currently, folders are personal to each user. To collaborate within a shared folder, your organization's administrator can set up a dedicated "project" user account that multiple team members can access.
{% endhint %}

1. Log in to the shared project account.
2. Create a **Folder** for your case or matter.
3. All team members can then log in to this account to add documents to the shared folder and view the collective research.

### Best Practices & Pro Tips

* **Use Descriptive Folder Names:** When using a shared project account, give folders clear, descriptive names (e.g., "Motion to Dismiss - Key Cases") so your team can easily understand the contents.
* **Share Links, Not PDFs:** Sharing a direct vLex link is more efficient than sending a PDF. It ensures your colleague is viewing the most up-to-date version of the document and has access to all of vLex's analytical tools.

### Related Articles

* [How to Organize Your Research with Folders, Notes, and Highlights](/vlex-library/vlex-library-home/workflows-and-productivity-tools/how-to-organize-your-research-with-folders-notes-and-highlights.md)
* [A Guide for Administrators: Managing Your Corporate Account](/vlex-library/vlex-library-home/account-and-admin-management/a-guide-for-administrators-managing-your-corporate-account.md)
* [How to Contact vLex Support](/vlex-library/vlex-library-home/account-and-admin-management/how-to-contact-vlex-support.md)

**What's Your Next Step?**

| **New to** vLex Library **?**                                                                                                                                                                                   | **Already a** vLex Library **Customer?**                                                                                                                   |
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