lexisOS
Setting things up…
Setting things up…
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Folders and file storage tied to your CRM records, version history with a 30-day retention window, and a real in-browser document editor — open, edit, and save a .docx file directly, with autosave and conflict detection if a teammate changed it first.
Upload into folders, and a re-upload of the same file becomes a new version instead of overwriting the last one, with a 30-day retention window before older versions are pruned. Files preview in the browser, and every file ties back to the Lead, Contact, Deal, or Vendor record it belongs to.
Open a .docx file and it loads into a genuine in-browser Word-style editor — not a preview, an editor. Save it and the result comes back as a new version of the same file, exactly the way any other re-upload would.
Autosave
Saves automatically roughly once a minute while you’re actively editing.
Conflict detection
If a teammate saved a new version while you had the file open, you’re offered discard-mine, save-mine-as-new-version, or cancel — never a silent overwrite.
Unsaved-changes guard
Warns you before closing a tab or the editor with changes still unsaved.
Format support
Opens .doc, .docx, .rtf, .txt, and .html; saves back as Word, Rich Text, plain text, or HTML.
Generate a public share link for any file — set an optional password and an expiry, and get every view and download logged to an activity feed. Both the link itself and the IP address requesting it are rate-limited, so a leaked link can’t be hammered for downloads.
Every upload is queued for a virus scan, and downloads are blocked until it comes back clean. A file flagged as infected is blocked outright, with a visible notice. If the scanner goes down mid-scan the file is deliberately left pending rather than waved through, and stays blocked until a scan actually succeeds.
The one gap, stated plainly: if scanning has not been switched on for your workspace at all, a file is marked skipped rather than pending and downloads immediately, unscanned. Ask us to confirm scanning is on if this matters to you.
Start free and turn on WorkDrive. Version history and share links work from day one.