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16 Jul 2020 Author : Gayle Lynn-Nelson

Knowledge & Research Consultant Research Tip: Take advantage of Lexis Advance work folders to share and collaborate

One of the popular delivery methods in Lexis Advance is work folders, even more so lately, as many legal professionals are working remotely. Lexis Advance work folders allow information professionals, attorneys and paralegals to save their research results and relevant documents electronically and share their research with colleagues without having to send an email.

Work folders are included in your Lexis Advance subscription, and help you save, annotate and share your research with colleagues and clients. Additional features include editing controls and other options that allow you to work more efficiently and effectively, from anywhere, with anyone.

Working in folders
Go to your folders: choose the More drop-down link in the black bar at the top of the screen. Click Folders.
Create a folder: In Folders, click the Create New Folder button, name your folder and click Create.
Working in specific folders: Select a folder name from the left-hand pane list.
Once in a folder, you can:

  • Deliver, share, move, copy or delete items like documents, text or searches
  • Add notes to the folder
  • Open documents and add notes or annotations

Share a folder

  1. Select a folder and click Action next to the folder name.
  2. Select Share folder.
  3. Choose a peer’s name from the list or enter an email address. Click Add to share.
  4. Allow a recipient to edit or view only.
  5. Click Save.

To get started, review this brief work folder video, overview PDF and these quick tips.