First Steps for Administrators - Configuring the Platform

🎯 Objective

This article provides an overview to help netLex administrators set up the system's main configurations for easier use. It covers key points that need adjustment and points out where you can find more information on each topic.

This article includes the following sections:

• User Creation
• Access Profiles
• Team Creation and Editing
• Creation of Types and Subtypes
• Folder Creation
• Templates Organization and Editing
• Document Management
• Intelligence Dashboard
• Kanban

Once you understand the initial system settings, you'll be ready to manage the platform and know how to manage system documents.

🔍 Note: The order of the settings is important, as there may be dependencies between them.

👤 User Creation

For an employee to access netLex and use the platform, their user account must be created. This process is usually done by the system administrator or someone with permission to create accounts.

When registering users, you need to provide:

• Access credentials (email);
• Name;
• Access profile definition.

After registration, the employee will receive an email with a link to create a password. 🔒

🔍 Note: This process only applies to companies that access the system with a netLex user. For companies with access integration (Single Sign-On), users are created automatically when they first log in with the credentials provided by their company. Later, it will only be necessary to assign profiles.

To learn more about the user creation process, visit:

• User creation

For more information about single sign on go to:

• Login with corporate account

👥 Access Profiles

After logging into the platform for the first time, users need to be assigned an access profile to view available functionalities and documents. Without this configuration, users won’t be able to perform their activities.

Access profiles are used to define user permissions, indicating which processes they can execute and which documents they can access. They can be customized for each folder and user type.

You can assign as many profiles as you want to a user. The permissions are cumulative, and the combination of selected options defines the access granted to a user.

You can create a new profile or edit an existing one, selecting the desired options.

To learn more about creating and assigning a profile to users, visit:

• Assigning user profiles
• User Profile Creation and Assignment

📍 Team Creation and Editing

You can create teams in netLex and add members to them, allowing users to share responsibilities and information. A team can be responsible for specific tasks, and responsibilities can also be transferred between teams.

To learn more about setting up teams and adding members, visit:

• Team creation and editing

✏️ Creation of Types and Subtypes

You can organize documents in the system according to their nature, grouping them by document types used by your company. This configuration is necessary to add document templates to the system. Some types are already predefined, but you can define new ones.

To learn more about configuring Types and Subtypes, go to:

• Creating Types and Subtypes

📂 Folder Creation

To add document templates to the system, you must first create folders to help with organization. Folders distribute the templates according to areas or sectors, such as Corporate, Tax, Legal, etc.

To learn more about the Folders functionality and how to configure them, access:

• Creating and Editing Folders

🗂️ Templates Organization and Editing

To upload automated documents to the platform, you need to create templates. Each template contains the automated document and its configurations, such as permissions, workflow, and metadata.

To learn how to create and edit templates, go to:

• Model organization and editing

📃 Document Management

In addition to the initial system configurations, administrators need to manage the created documents. The platform offers several features, such as:

• Import Document
• Review request
• document chat
• Download documents
• Access to document information
• document history
• Ways to view the document
• Uploading attachments and documents
• Answer set download

📊 Intelligence Dashboard

The Intelligence page allows you to track the results of everything done in netLex by your company. You can visualize data on document creation and workflow, helping with management and identifying improvement areas.

🌟 We now also have the New Intelligence, which has been updated to allow the use of more types of data visualizations: the horizontal bar chart, the line chart, and the number.

To learn more about how to manage documents on netlex, visit:

• Intelligence panel

➡️ Kanban

NetLex also allows workflow visualization in kanban form, displaying documents at their current workflow stage.

To learn more about how to manage documents on netlex, visit:

• Kanban

➕ Other Functionalities

In addition to the features mentioned above, NetLex contains other features such as:

• workflow
• Signature
• Shortcut assembly
• Home page customization for the company
• Lex-In