Save As - save into LexWorkplace
M
Mariann Edris
The ability to use the Save As button in Word to save a file into LexWorkplace instead of moving the document over from your download file, this is too many steps.
I had a document up and wanted to create a PDF using the same name. I tried the feature - Confert To PDF in LexWorkplace. When I looked at the document it put a number 1 in the documents. It was not the same as my original document.
Liz Gibbons
This is still too many steps. The document is saved in the matter/folder in LexWorkplace, but I still have to go to the matter/folder and re-name it. There should be a proper "save as" function, where the document is named and saved to a matter/folder at the same time.
LexWorkplace Product Team
Hi everyone, thank you all for your great feedback.
"Save As"
You CAN do this now, with our Word Addin. Instead of clicking Save/Save-As in Word, you click 'Add to LexWorkplace' (in the Word ribbon). This will allow you to save the Word doc you have open directly to a matter/folder in LexWorkplace.
Convert to PDF
We've recently made updates to our Convert to PDF function, including adding support for more fonts (font mismatches are what cause most layout issues or inconsistencies). Are you still having issues converting, in the past week or so? Please try again, and if you're seeing issues, please contact our support team (if you can provide the word doc in question, we'll be able to assess the issue quickly.)
Thank you all.
J
Jill Fox
Agree 100% - Acrobat needs full integration ASAP. So much of what we do is via PDF.
S
Scott Birnbaum
Agree. The conversion to pdf feature doesn’t work well at all.
A
Amanda Hutchins
Totally agree and have also had a similar experience with the PDF converter in Lex. It messes up the formatting too so it needs to be reworked.
R
Rhonda J.
Totally agree that this would simplify the unwieldy process of converting from Word and saving a PDF to Lex.
J
Jennifer Fiore
This would be very much appreciated.