How to Save an Email (Or Attachments) to LegalXGen?

You may watch the steps. (45 Secs)

Or, follow the steps below:

1. Open your Outlook
2. Select (or click) on the email which you need to save.
3. Click on LxDocs on the top menu
4. You’ll see an Save to LegalXGen click on that.
5. You’ll see LxDocs Save Dialog.
6. You may Search Desired Matter or Select from Recent Matters.
7. You may Select Folder (Optional).
8. You may choose to Save Only Email or Both Email and Attachment.
9. Click on Save option to save the email (or attachment). If needed you may rename the email or attachments before upload.