Attachment Highlight

🎯 Objective

This article will prepare you for the arrival of Attachment Highlight and the changes to the document screen in netLex.

This article contains:

• 💡 What is Attachment Highlight?
• 🛠️ When will Attachment Highlight be available?
• 📌 How to highlight attachments from the side menu
• 📌 How to highlight attachments from the tabs
• 🔝 Import and highlight a new attachment
• 🖥️ What’s changing on the document screen?
• ❓ Frequently Asked Questions

💡 What is Attachment Highlight?

Attachment Highlight is a new feature that allows you to mark important attachments and quickly navigate between them while reviewing contracts.

With it, you’ll gain:

• 📌 Organization: highlight only the files that matter most.
• 🚀 Efficiency: spend less time searching and highlight multiple attachments at once with just a few clicks.
• ⚡ Speed: highlighted attachments will be pre-selected for signing.
• 👥 Collaboration: highlights are visible to everyone with access to the document.
• ✨ Experience: a more organized, easy-to-use interface for a smoother experience.

🛠️ When will Attachment Highlight be available?

This feature will be available in a few weeks, and you will be notified through platform announcements, emails, and your CSM.

📌 How to highlight attachments from the side menu

1. In the side menu, click Attachments (clip icon).
2. Hover over the attachment and click the pin icon to highlight.
3. Repeat the action to remove the highlight.

Important:

• Only .DOCX and .PDF files can be highlighted.
• You must have permission enabled to highlight or unhighlight attachments.
• Once highlighted, they are visible to everyone with permission to view attachments.

📌 How to highlight attachments from the tabs

1. Click the “+” icon.
2. Select the attachments you want to highlight.
3. Click “Highlight selected”.

🔝 Import and highlight a new attachment

1. Click the “+” icon.
2. Click “Import new attachment”.
3. Upload the file, and it will already be highlighted.

🖥️ What’s changing on the document screen?

• Download and Edit in Word actions will now be found by clicking the arrow next to the main document name.

• The button to switch between read mode and edit mode has been moved to the top right corner for a more intuitive flow. For now, only the main document can be edited when it’s a .DOCX.

❓ Frequently Asked Questions

• Which file formats can I highlight? .DOCX and .PDF
• Are highlights visible only to me? No, everyone with permission to view attachments can see them.
• Can I edit highlighted attachments? No, editing is currently available only for the main document when it’s a .DOCX.