Documents
Last updated: July 25, 2026
Documents let you attach files to any record in Lextree — a signed contract PDF, a certificate of good standing, board minutes, an insurance policy. Because documents work the same way in every module, learning them once means you know how to use them everywhere.
A document is a named container with an optional description. Each document holds one or more files (up to 250 MB each). This lets you keep a document and its supporting files — say, an agreement and its exhibits — together under one entry.
Where you’ll find documents
Documents appear in two places:
- On a record. Every record’s detail page has a Documents section you can expand to see, add, and open the files attached to that record.
- In the Documents activity view. The Documents item under Activity in the left navigation lists every document you can access, across all modules, in one place.
Adding a document to a record
Adding or editing documents requires Editor access to the module the record belongs to.
- Open the record you want to attach a file to.
- Expand the Documents section and click the add (+) button.
- In the New Document panel, enter a Document Name (required) and an optional Description.
- Under Add Files, click Choose File and select one or more files (up to 250 MB each).
- Click Save.
The document now appears in the record’s Documents section and in the Documents activity view.
Viewing and downloading
Open any document to see its details and files. You can download an individual file, or open a document’s detail view from the activity list to work with all of its files at once.
The Documents activity view
The Activity → Documents page is a single, filterable list of every document you can access. It shows four columns:
| Column | What it shows |
|---|---|
| Document | The document name |
| Files | How many files the document contains |
| Location | The record the document is attached to, shown as a breadcrumb so you can tell similarly named documents apart |
| Description | The optional description |
Use the filter row beneath the headers to narrow the list by any column. From this view you can select multiple documents to download them together as a ZIP or delete them in bulk.
Who can see and edit documents
Documents don’t have their own permissions — they inherit access from the record they’re attached to:
- Viewing a document requires access to the record’s module.
- Adding, editing, or deleting a document requires Editor access to that module. Viewer users can open and download documents but can’t change them.
On Enterprise plans, organizational unit (OU) scoping also applies: you only see documents on records within your assigned OUs. Documents attached to a workflow are visible to that workflow’s participants, even if they don’t otherwise have access to the parent record.
Deleting and restoring
Deleting a document moves it to the trash rather than removing it permanently. An admin can restore deleted documents from Trash → Documents.