🎯 Objective
Welcome to netLex! 😊
This guide describes the main system tasks and provides the necessary information for you to start using the platform correctly.
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After getting to know these initial system items, you will be ready to draft documents and will know how to track their progress in the system.
🔍Note: it is essential to follow the order of these onboarding tasks, as there are dependencies between them. Therefore, it is important to complete them one after another in the sequence below.
1) Login - How to enter the netLex platform:
To access netLex, you need to know your company's custom address, for example: yourcompany.netlex.com.br and your login credentials (email and password). Each company has a different address to access its netLex account on the web. Additionally, each company can choose to log in to the platform with a netLex account or with a corporate account.
The netLex account is created by your company's Platform Administrator, and when it is created, users receive an email to set up their access password. The corporate account is the account you already have in your company; if this is the option chosen by the organization, users log in with the same email and network password already used in their daily routine.
To find out which type of login should be used at your company's netLex, contact your platform Administrator.
To learn more about logging in to netLex and what to do when you forget your password or login, visit the topic:
2) Document Drafting - How to draft documents using our questionnaires:
To draft a new document, it is first important to locate the questionnaire where you will enter the information. The information provided in the questionnaire will form the basis for drafting the document.
To start creating the document, click on the second icon highlighted in the menu on the left side of the screen, “New Document”. On this page, you can access all questionnaires available for drafting documents in the system.
Check an example of this step-by-step execution:
Learn more about drafting your first document by visiting the topics:
- Drafting a document
- Filling out the questionnaire
- Questionnaire helper tools
- Uploading a set of answers
3) Drafted Documents - How to find drafted documents:
To find documents that have already been created in the system, you need to access the "Documents" page. This page can be found in the menu on the left side of netLex.
On the “Documents” page, you will find all 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).
Learn more about documents by visiting the topics:
- Document filters
- Locating drafted documents
- Draft document
- Deleting a document
- Saving document filters
-
Editing a drafted document
4) Activities - How to view and edit your activities:
When a document is created in the system, activities are automatically created corresponding to the next actions to be taken regarding it. They are located on the "Activities" page. This page can be found in the menu on the left side of netLex.
On the “Task” page, you will find all document stages that require action from you (or your team). In addition, you can use filters to make searching easier (Type, Title, Metadata, Assignee, Author, Deadline Status, Completion Status).
Learn more about activities by visiting the topics:
- Purpose of activities
- Viewing activities
- Activity filters
- Activity types
- Team responsibility for activities
- Activity notifications
After reading this article, you will be ready to create your own documents on the platform.
netLex also features the following functionalities:
In addition to the features mentioned above, netLex contains tools and features that automate and streamline the process of creating and managing documents, meeting the needs of your organization.
➡️ To learn more, visit: First steps for Administrators - Configuring the platform.
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