Attachments

Files show up in a few places in Lextree. This page explains how attachments work across them, so you know where a file lives and who can see it.

Files on a record

The main way to keep files is the Documents section on a record. A document is a named container that holds one or more files (up to 250 MB each) and stays attached to the record it belongs to. This is the right home for signed agreements, certificates, statements, and correspondence.

Files on a workflow

Files can also attach directly to a workflow or to one of its checklist items — drafts, reference material, or the documents an approver needs to act. Workflow files travel with the workflow. So an invited participant can open them even without access to the parent record, which lets a workflow stay self-contained for an outside reviewer.

Files on templates

When admins build a workflow template, they can attach default documents to it. Every workflow started from that template begins with those files already in place — handy for standard forms and instructions.

Who can see attached files

Attachments inherit access from whatever they’re attached to:

• files in a record’s Documents section follow the record’s access — Editor to add or change, module access to view;
• files on a workflow follow the workflow, including its participants.

On Enterprise plans, organizational unit (OU) scoping applies through the parent record.