Knowledge Base
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Watch the steps. (00:41 Secs) Or, follow the steps below: Logon to LegalXGen Go to Documents. Your link should read as ‘ Docs’ Select appropraite filters: – Only Documents – Appropriate Date Range (Choose last option, Advance Option to enter from and to date) – Group by Users Once the . . . Read more
Watch the steps. (00:41 Secs) Or, follow the steps below: Login to LegalXGen Go to Matters Select the matters for which you want to change the Practice Areas Click on the Bulk Update button on the right top. Bulk Update window will be displayed. In this, you’ll see a drop-down list . . . Read more
Watch the steps. (00:40 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Select the matters for which you wish to change the priority. Click on the Bulk Update button on the top. A bulk update window will be displayed. In the Bulk Update window, you’ll see . . . Read more
Watch the steps. (00:24 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Locate the column ‘Priority’. (In case you don’t see this column, you may add it from the Grid Customization settings) You’ll see a pencil icon, next to priority. Click the same to edit. In . . . Read more
follow the steps below: Logon to LegalXGen Go Accounts>> Invoices Select the invoices you wish to delete. On the top right you’ll see a delete icon. Click on it. window will be prompted for confirmation, Type Yes then click Delete Button . That’s it! You’re done..
Watch the steps. (00:25 Secs) Or, follow the steps below: Logon to LegalXGen Go Timesheet >> View Timesheet Use the filters to search the time entries which you want to tag with particular invoice no. Select the desired time entries using the check boxes in the begining. On the top . . . Read more
Watch the steps. (00:25 Secs) Or, follow the steps below: Login to Legalxgen Go to Matters Identify the matter for which you wish to correct the timesheet value. Go to the Bulk Action Column (Extreme Right Column) You’ll see an option for Repair Timesheet Click on it window will be displayed . . . Read more
Watch the steps. (01:35 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet >> View Timesheet Click on Up Arrow button to launch Import Window. You may download the template and arrange your data accrodingly. Once prepared with your data import the same. You should receive an . . . Read more
Watch the steps. (01:27 Secs) Or, follow the steps below: Logon to LegalXGen Go to My Profile >> Application Settings Click on the Accounts tab Scroll to the Expense Category panel and Click on the New Expense Category button Enter the Expense category Name Enter the description (it’s optional) Click on Save
Watch the steps. (00:24 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Users Identify the user to whom you wish to resend the welcome email. Go to the Action Column (Last Column) for that record You’ll see an option ‘Resend Welcome Email’ Select checkbox Resend . . . Read more