LegalBox Folders & Files FAQs

How do I create a folder in LegalBox?

Please sign in to your account to access the LegalBox Web Dashboard. Click the New Folder button to create a new folder. The folder can be shared with other users by entering their email address in the boxes provided. To create a sub-folder, first select the parent folder and then click the New Folder button to create the sub-folder.

How do I share a file in LegalBox?

To share a file, first create the folder and share it with the users who need access. Click the Upload button, and browse and select the file(s) you want to upload. You can also drag and drop the files into the box that appears when you select Upload. The files will be accessible to the shared users as soon as they are uploaded.

How do I edit a file?

LegalBox includes the Zoho office integrator which can be used to edit any Microsoft Word, Excel and PowerPoint files. Simply click on the file to launch it inside the Zoho office editor. Lock the file when prompted if you want to work on the file exclusively. Do not lock the file if you want to allow other users to work on the file simultaneously. When editing is completed, click the ‘Save’ button to save and exit, which will also release the lock.

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