Knowledge Base
If you have any question you can ask below or enter what you are looking for!
Watch the steps. (01:10 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage Click on Contacts Select the client’s name to which you want to add the address Click on New Address Tab Enter the Address Type as Primary. Secondary or Address1, Address 2 etc., (By this . . . Read more
Watch the steps. (00:40 Secs) Or, follow the steps below: Log on to LegalXgen Go to Application Settings – you can find it by clicking on the top right corner Profile Name Click on System Settings Tab Goto Business Unit Click on the New Business Unit button Click on Save. . . . Read more
Watch the steps. (00:37 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet Go to the time entry, that you wish to tag to other users. In the action column you’ll see an option ‘Tag to others’. Click on it In the Window Opened, search the users . . . Read more
Watch the steps. (00:50 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet You’ll see a share icon on the top options. Click on it. In the Share Window you’ll see an option to share by Resource or Matter. Select appropriate option Enter relevant . . . Read more
Watch the steps. (00:46 Secs) Or, follow the steps below: Logon to LegalXGen Click on your name on the top right You’ll see a button ‘Sync Your Calendar’ Click on it. Rest it’ll do.
Watch the steps. (01:00 Min)
Watch the steps. (01:00 Min)
Watch the steps. (01:00 Min)
Watch the steps. (00:46 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet In the header you’ll see an Envelope icon to share ‘Unbilled Timesheet’ Click on it In the Window select your desired period. Click on Send button. That’s it!! You’re done.
Watch the steps. (02:25 Secs) Or, follow the steps below: Browse the following url to download setuphttp://legalxgen.blob.core.windows.net/lxplugins/Add-Ins.zip Once the Add-In.zip is downloaded, extract it, you’ll see following files Word.zip Excel.zip Outlook.zip One by one unzip the files (Word.zip, Excel.zip..) Suppose you extracted Word.zip, you’ll see setup.exe inside it. Right click . . . Read more