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How to verify LxDocs Office Add-Ins?

Once Office Add-Ins are installed into your machine. Need to verify for the following:

  1. Check if Add-In is installed successfully or not.
    • If Add-In is installed successfully, when you launch any of the MS Office program Word, Excel or Outlook, you’ll be prompted for LegalXGen Logon.
    • After Log-On you should see LxDocs on the Horizontal Menu options.
  2. Check if you’re able to Save New Document to appropriate matter.
    Hit ‘Ctrl + S’ and see if LegalXGen Save Dialog Appears for saving the document.
  3. Check if you’re able to Open Existing Document (through LxDocs >> Search..) from any matter.
    • Go to LxDocs in the horizontal menu
    • Click on Search Documents. In the LxDocs Search Window Search/ Select the desired matter/ document. Open it
  4. If you’re able to open an existing document, make some changes (may be put a dot somewhere or something). Close the document to save changes (update on server). Re-Open same document and see if your changes were saved.