Knowledge Base
If you have any question you can ask below or enter what you are looking for!
Watch the steps. (30 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet. Identify the timesheet you wish to edit. Click on the action column (last). You’ll see an option ‘Edit’, click the same.. Update the information you wish to modify
Watch the steps. (30 Secs) Or, follow the steps below: Click on your name at the top right. Click on Application Settings button. Click on the System Tab Click on the edit button for the designation you wish to edit. You’ll see a Window, edit the rates as desired and . . . Read more
Watch the steps. (30 Secs) Or, follow the steps below: Go to File >> Options >> Word Options (Window) >> Add-ins Into Word Options Window, you’ll see a dropdown Manage at the bottom. Select ‘Disabled Items’ in the drop down and click on ‘Go’ You’ll see a new window, in . . . 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 matter. Click on Invoice No In the Invoice View click on Edit on the top right. Click on ‘change’ button present . . . Read more
Watch the steps to change the format of any invoice (30 Secs): Follow the steps below to change the format of any invoice (single or multiple) : Logon to Legalxgen Go to Accounts >> Invoices Select the invoices for which you wish to change the Invoice Format(update or modify) On . . . Read more
Watch the steps. (50 Secs) Or, follow the steps below: Open your MS Office Application (Word/ Excel/Outlook) Go to LxDocs Click on either ‘Search..’ or ‘Save..’ button. In the window opened search for the matter under which you wish to upload the document. Click on ‘Upload’ button on the right. . . . Read more
Watch the steps. (30 Secs) Or, follow the steps below: Open your Outlook Open New Email (Home >> New Email) In the new email window Click on LxDocs on the top menu You’ll see an Attach From LegalXGen click on that. You’ll see LxDocs Attach Dialog. You may Search Desired . . . Read more
MS Word 1. How to open an existing document? 2. How to save any document? 3. From the MS Word Add-In, how can I upload any document from my computer to LegalXGen? MS Excel 1. How to open an existing document? 2. How to save any document? 3. From the . . . Read more
You may watch the steps. (45 Secs) Or, follow the steps below: Open your Outlook Select (or click) on the email which you need to save. Click on LxDocs on the top menu You’ll see an Save to LegalXGen click on that. You’ll see LxDocs Save Dialog. You may Search . . . Read more
Watch the steps. (25 Secs) Or, follow the steps below: Open your MS Office Program (Word/ Excel/ Outlook) Go to ‘LxDocs >> Search Document(s)‘. You’ll see LxDocs Search dialog to search the document. You may Search Desired Matter or Select from Recent Matters. Navigate to Desired Folder (Optional). Right Click . . . Read more