Properties – netLex | Help Center

🎯 Objective

By the end of this article, you'll understand what Properties are, why to use them, and how to configure them to boost document management in netLex!

🔎 What are Properties?

Properties are structured fields that help organize, connect, and standardize information within NextGen documents. They serve to:

✅ Simplify document management
📊 Enable analytics and metrics with structured data
🔁 Support workflow creation

Imagine reusing a “Value” field across lease agreements, service contracts, or legal consultations... That’s what this feature delivers: intelligence, consistency, and reusability 💡

⚙️ How does it work?

🌱 Prerequisite

Properties are available only for NextGen document types.
👉 When creating a template, select the NextGen type to activate the feature.
👉 You can also activate it by uploading a file from the documents screen.

🛠️ Configuring properties

Open the desired template and click the Management icon.
Organize properties into groups, which will be displayed as tables or cards in the management view.
Click the ➕ icon and choose between table or card to begin.

🧩 Using existing properties

The platform already includes several ready-to-use properties!
You can filter by name or type (number, date, list, etc.) to find what you need.
Reuse whenever possible — it helps keep your data structured and easy to analyze 📈

🧑‍🎨 Need something specific?

Create a custom property using the “Create property” option.

✍️ Filling out properties

Information can be entered in two ways:

🤖 Automatically, based on answers from the template questionnaire.

✍️ Manually, ideal when the data is only available after signing, for example.

This flexibility ensures that no information gets left out!

❓ Frequently asked questions

🔹 Can I use properties on any document?
No. They are only available for NextGen documents.

🔹 Are created properties available in other templates?
Yes! Once created in your environment, they can be reused across different templates.

🔹 Do they have to be filled through the questionnaire?
Not necessarily. You can choose manual or automatic entry.