Lexful

Add existing files to Documents—no blank document or attachment step needed.

Upload files directly to Documents

Use folders to browse related records and file them where your team expects to find them.

Organize documents and assets with folders

Change your first and last name and understand which settings are managed by an administrator.

Update your profile

Use organizations to keep each client's documents and assets together and work in the correct client context.

Create and manage organizations

Create a document, save changes explicitly, and use saved revisions to recover an earlier version.

Create, edit and restore documents

Learn how to get instant answers from your Lexful knowledge base using natural language queries with Lex, your AI-powered documentation assistant.

How to use Ask Lex

Record information in the right asset type and organization, then save and verify your changes.

Create and edit assets

Learn how record grants and folder grants work together, and why someone may see a record through more than one access path.

Understand record, folder and tag access

Grant access, manage tags, archive or restore selected records, and review other bulk actions.

Make bulk changes to assets

Connect your PSA or RMM, check its sync status, and prepare its data for use in Lexful.

Connect and manage integrations

Map source values to Lexful, choose which customers and records sync, and review sync results.

Configure mappings and data sync

This article explains how to create a dedicated security role and API member in ConnectWise Manage to connect it with Lexful.

How to set up a security role and API user for ConnectWise integrations

Harness the power of Lex to improve your documentation

How to utilize Lex actions in documents

Choose an export format, control whether secrets are included, and download the completed ZIP.

Export organization data

Use Display and filters to make a document or asset list easier to work with. These controls change your view, not the underlying records or their access rules.

Personalize asset lists and folder views

opting attachments into the knowledge graph

How to add attachments into the Lex knowledge graph

Find the billing area and get help with your account's subscription and licensing.

Manage billing and get licensing help

This doc covers the Lexful → Liongard MCP Connector — an outbound, query-time connection. Ask Lex queries Liongard live; nothing is synced or stored on Lexful's side.

How to configure Ask Lex connector: Liongard - live ops data without leaving the chat

Make procedures easy to scan using meaningful headings, short steps and supporting images.

Format documents with text, tables and images

Use Find for a targeted lookup, asset lists for browsing, and Ask Lex when you need help working with the information.

Find records and navigate your workspace

How to connect Microsoft Copilot to Sharepoint so an AI agent can pull documents out of Sharepoint and add them to Lexful.

How to connect an AI agent to Sharepoint and Lexful to transfer documents

Connect CyberQP, sync managed accounts into Lexful, and retrieve current passwords without storing them in your documentation.

Integrate CyberQP Password Vault

Lexful How-To Docs

Developer docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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