First steps using netLex

Welcome to netLex! 😊

This guide outlines the main tasks in the system and provides the necessary information for you to start using the platform correctly.

This article contains the sections:

• Login
• Creating a Document
• Prepared Documents
• Tasks

After familiarizing yourself with these initial elements of the system, you’ll be ready to create documents and know how to track their progress within the system.

🔍 Note: It is essential to follow the order of these startup tasks as there are dependencies between them. Therefore, it’s important to complete them one after another, in the sequence below.

1) Login - How to access the netLex platform:

To access netLex, you need to know your company’s personalized address, for example: yourcompany.netlex.com.br, and your login credentials (email and password). Each company has a different address to access its account on netLex online. Additionally, each company can also choose to log into the platform with either the netLex account or the corporate account.

The netLex account is created by your company’s Platform Administrator, and when it’s created, users receive an email to set up their access password. If the corporate account option is chosen by your organization, users log in with the same email and network password used in their daily work.

To know which login method to use for your company’s netLex, contact the Platform Administrator.

For more details on how to log in to netLex and what to do if you forget your password or login information, see the topics:

• Login with Corporate Account
• Login

2) Creating a Document - How to prepare documents from our questionnaires:

To create a new document, it’s important to first locate the questionnaire where you will enter the information. The data from the questionnaire will serve as the foundation for drafting the document.

To begin creating a document, click the second icon highlighted on the menu on the left side of the screen, “New Document.” On this page, you will be able to access all the questionnaires available for document creation in the system.

Here’s an example of how to follow the step-by-step process:

For more information on how to create your first document, see the topics:

• Creating a document
• Filling out the questionnaire
• Questionnaire Facilitating Resources
• Upload Questionnaire Answers

3) Elaborated Documents - How to find elaborated documents:

To find the documents that have already been created in the system, go to the “Documents” page. This page is located in the left-hand menu of netLex.

On the “Documents” page, you’ll find all the documents you have access to on the platform. You can also use filters to make your search easier (Type, Title, Author, Metadata, Properties, and Status).

For more information about documents, check out the topics:

• Document Filter
• Finding created documents
• Draft document
• Document deletion
• Save documents filter
• Editing a created document

4) Tasks - How to view and edit your activities:

When a document is created in the system, activities related to the next actions are automatically generated. These activities can be found on the “Tasks” page, which is located in the left-hand menu of netLex.

On the “Tasks” page, you’ll find all the steps of the documents that require your action (or your team’s). You can also use filters to make the search easier (Type, Title, Metadata, Responsible person, Author, Deadline status, Completion status).

The "Tasks" page will contain all the steps of documents that need your (or your team) action and it is also possible to use filters to facilitate the search for them.

Learn more about the activities by accessing the topics:

• Function of activities
• Activity view
• Activity filters
• Activity types
• Team responsibility for the activity
• Activity notifications
  
  

After reading this article, you’ll be ready to create your own documents on the platform.

netLex also has the following features:

• Document management
• Workflow
• Kanban
• Signature

In addition to the features mentioned above, netLex offers tools and functionalities that automate and streamline the document creation and management process, meeting the needs of your organization.

➡️ For more information, see: First steps for Administrators - Configuring the platform.