How do I change the status of any activity?
Watch the steps. (01:00 Min)
Knowledge Base
Knowledge Base
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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
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