Manage Documents
How to browse and manage project documents in LFX Self Serve.
Last updated
This article applies to users with maintainer, board-member, or executive-director personas. Use the Documents section to find and work with files associated with your project.
Browse documents
- Sign in to app.lfx.dev.
- Select Documents from the left navigation sidebar.
- The documents dashboard shows all documents available for your current project context.
- Select a document to view its details.
Filter and search documents
Use the All Sources, Links, Meetings, and Mailing Lists tabs to filter documents by source.
View document details
Select a document from the list to open its detail view. The detail view shows:
- Document name and description
Upload a document
Document upload availability depends on your project role. If upload is available, use the upload option on the My Documents page.
Switch project context
Documents are scoped to a specific project or foundation. Use the lens switcher in the top navigation to change your active project or foundation. The documents list updates automatically.
Related
- Documents overview — an overview of the Documents section
- Meetings — meeting agendas are often stored as documents