Worklexia user manual

This is the Worklexia user manual. It explains what each part of the app is for, who it is for, and which buttons to use. It is written in everyday language. You do not need a technical background.

How to read this manual

1. Start with Getting started if you are new.
2. Read Roles to see which hat you wear.
3. Open the chapter that matches your daily work. Members and admins live in Advisory, Documents, Settings, and Billing. Knowledge editors and platform admins live in Sources and Packages. Consultants have their own short chapter.
4. On any screen in the app, choose Help in the top bar, or the How this works link on that screen. It jumps to the matching section.

Each chapter defines the words on the screen, then lists the buttons. When a word decides what happens next — a role, a limit, a source type — the chapter says what it means, the rule that applies, and the usual default. Tutorials and examples appear where a first run is easy to get wrong.

Pick a role

You do not need to read every chapter. Use the path that matches you.

Finding help while you work

• Help in the top bar opens this manual.
• How this works on a screen opens the chapter for that screen.
• The table of contents on the left lists every chapter and its main headings.