Knowledge Base
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Download the desired plugin (MS Word/ Outlook) from the following url. Outlook Click to download MS Word Click to download Once you unzip the downloaded file (.rar or .zip file). You’ll see following files in it. In order to install the plugin following steps needs to be completed Step-1 (Certificate . . . Read more
Logon to your Legalxgen Account. Go to Docs menu on your left (usually it starts with your firm name like ‘Legalxgen Docs‘) Identify the document you wish to print. Click on the document name to preview. You’ll see a ‘Pop out‘ button on your right, click on it. In the new window you’ll . . . Read more
Logon to your LegalXGen Account. Go Docs menu on your left (usually it starts with your firm name like ‘Legalxgen Docs‘) Or Identify the document you wish to share with any team member. You’ll see an option ‘Share Document‘ click on it. A window will appear which enables you to . . . Read more
Watch the steps. (20 Secs) Or, follow the steps below: Logon to Legalxgen Go to Accounts >> Invoices Identify the invoice which for which you wish to change the client. Click on Invoice No In the Invoice View click on Edit on the top right. Click on ‘change’ button present . . . Read more
Logon to your LegalXGen Account Click on menu option ‘….. Docs‘ on your left. Usually it’s your firm name e.g. ‘LegalXGen Docs‘ Select appropriate matter and locate the document folder you wish to rename. Click on the Down Arrow icon (Action Column) present in the last. You’ll see an option . . . Read more
Login to LegalXgen Go to Manage >> Users Search for the name of the associate, to whom you wish to assign the earlier matters. Go to the last column ‘Action‘, and you’ll see ‘Matter Assignment‘. You’ll be presented a new window where you need to choose the appropriate option for . . . Read more
Cause: This issue is occurred Due to additional security Impose by Microsoft. Follow the steps below to enable the same, Open any excel file On the top left Go to File Options Trust Center Trust Center Settings You’ll see a new window ‘Excel Options’. In the ‘Excel Options’ window you’ll . . . Read more
Logon to your LegalXGen Account Go to Manage Contacts Select the appropriate filters to retrieve the contact information, then click ‘Export to Excel‘ to download the chosen contacts.
Logon to your LegalXGen account Go to Manage Contacts In the contacts search, select the contacts you want to merge, then click ‘Merge Contacts‘ icon. Select the contact to be merged with and Click ‘Merge‘ icon. . . . Read more
Why merging matter is required? If the same matter is created multiple times by mistake or due to any other reasons, it can be easily merged. Merge action will merge all the information related to the multiple matters to a single matter, you’ve selected as final. You may follow the instructions below . . . Read more