Less jumping between pages. More ways to put information where your team expects to find it.

This release brings a refreshed Lexful workspace, folders powered by nested tags, and revision history for documents and other records. With asset categories, grouped fields, and personalized views, you can shape the workspace around the way your team works.

To keep the Reveal button, an admin must enable under . Copying passwords still works either way. Configure password reveal.

Open a record, make a change, and get back to what you were doing.

Explore records, organizations, and list controls.

Your documentation should feel organized around the way your team works. The redesigned asset type editor and Display controls give you control over the structure, the detail, and the view.

The result is a cleaner workspace at every level: organized navigation, thoughtfully grouped records, and lists that show what you need.

Configure asset types, categories, and field layouts · Personalize your lists and folder views

Build the structure your team needs, from a few broad categories to a detailed hierarchy.

Your tags now double as folders, giving you a familiar way to browse without creating extra copies of your records.

Folder access now follows the tag hierarchy, with clearer visibility into inherited grants.

Revision history works across documents and other asset records. Compare versions, see what changed, and restore an earlier version when you need to.

Work with asset records · Explore document history

Keep working from the document itself.

Learn about document history and actions, formatting, and Lex actions.

adds Documents and Passwords filters, plus shortcuts for jumping straight to a record type: /docs, /passwords, /contacts, /locations, /domains, /orgs, and /expiring.

The page lets you search by record or organization name, group by asset type or organization, choose columns, and expand or collapse groups. Summary counts follow the search so you can focus on the dates that matter.

Find records and navigate your workspace · Track expirations

Explore asset types and password settings, account branding, users, groups, and API keys.

Account IP restrictions also apply to AI clients connecting through Lexful's MCP endpoint. If your account uses an allowlist, make sure it includes the outbound IP addresses used by those clients.

Admins can now connect Ask Lex to any external tool that exposes an MCP server that uses standard header or token-based authentication. Point Lex at a URL, drop in a Bearer token, pick the tools you want to expose, and Lex can query that system live, right from the chat, mid-ticket, without switching tabs.

Nothing is synced or stored on Lexful's side. When you ask a question that needs external data, Lex reaches out in the moment and brings the answer back.

This opens the door to any MCP-compatible tool in your stack: RMM platforms, PSAs, monitoring systems, and more. Visit our Knowledge Base to learn how to set it up in Settings → Ask Lex → Connectors.

We fixed a frustrating one: clicking or pressing while editing an asset would silently discard everything you'd typed. Now you'll always see a confirmation dialog before any unsaved changes are lost. Your work, your call.

The Integrations section of the sidebar, including Data Sources and Data Sync, is now only visible to users with the right permissions. Non-admin users won't see it cluttering their nav, and admins get a cleaner signal that this is their territory.

When you asked Lex to update an asset containing reference fields (like linked contacts or related records), it would confidently tell you it was done, and then quietly not save anything. That's fixed. Lex now correctly handles reference properties when creating and updating assets.

On the Passwords list, the Actions column could accidentally be removed with no way to restore it short of clearing cookies. It's now available directly from the Column Picker with a hide/unhide toggle.

Using Ctrl-B (Windows) or Cmd-B (Mac) while editing a document could collapse the left nav and leave the layout in a broken state. This shortcut now behaves correctly inside the document editor.

The column settings panel on grouped data tables could be constrained by the table's height, making some options hard to reach. The panel now displays properly regardless of table size.

On August 3rd, Lexful reached general availability. The weeks since have been about making Lexful the place your whole team can move to: bring your IT Glue or Hudu tenant across with everything attached, keep it in sync with your PSA, RMM, and find anything you need, including what's inside your attachments, in a couple of keystrokes.

Tags give you a powerful way to categorize your assets in LIst Views. Use existing tags, or design new tags specifically to categorize your assets when engaged in different tasks. Tags can be restricted to operate on a subset of assets to keep views relevant and targeted. Read More

Attachments on assets often contain vital operational data which you wish to enable for keyword search, and search with Lex. For each attachment you now have the option to add or remove it from our powerful search engines.

Never miss an impending expiration again. Domains, SSL certificates, software licenses, contracts. Any date field in any asset can be monitored and brought together in one account-wide view. Read More

Export all client data on a regular basis to ensure you have access to your vital information if anything prevents your access to Lexful. Export a selection of clients should you need to transfer this data to your clients directly, or to transition to an incoming service provider. Read More

Using a new Settings tab in the Asset Type Designer, Administrators can now specify the column order, and toggle the 'hidden status' of any columns, helping to focus on the data that matters most to your team. Note: All fields will still show data in Quick View, and when the Asset is open in Asset Detail View.

Each user can hide and re-order columns in their asset views to suit their preference. Personalized settings are now retained when navigating around the app, and when signing in and out of Lexful. Right click on a column to pin it left or right in the asset view, and use the Column selector to re-order and toggle visibility. Read More

Added an icon to add contents of url fields to the clipboard.

When you are working in the context of a specific organization using the Org Switcher, the Organization column is now hidden by default.

Secret, OTP and Rich Text fields are hidden in List View, as their contents do not display in columns.

Relationships can now be configured between any assets in Lexful, and are no longer constricted to the same Organization.

For each List View you can opt to view columns in the full width of your monitor to prevent unnecessary horizontal scrolling.

When switching context to an organization using the switcher, the visible List View is now updated to reflect the selection.

The title of an attachment can now be edited in place using the pencil icon.

Each tag can now optionally be configured to apply permissions to all assets. Bulk application of standardized permissions via tag, quick visual filtering in all views, and instant visual feedback of where permissions are applied.

Role based access control can be applied in addition to tag based assets, and is displayed on each asset's

Asset Type Designer, Asset Revisions, Activity Logs

Powerful new functionality for writing and improving documents. Tags to keep your data visible, categorized and current. More integrations.

While editing a document, use Lex to:

... this is the beginning of an evolving library of Lex Skills

This release delivers a major update to the in-app experience, integrations for common PSA/RMM systems, expanded Ask Lex capabilities, and an MCP sever for partners using Claude and Microsoft Copilot.

This is a major milestone ahead of general availability in July 2026.

— documented and supported as MCP clients for this release wave, accessing the same permission-aware Lexful Docs knowledge available in the product UI.