Knowledge Base
If you have any question you can ask below or enter what you are looking for!
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
Open your MS Office Program (Word/ Excel/ Outlook/ PPT) for which you wish to check Add-In status (i.e. Enabled or Not) Click on LxDocs >> Search Document(s) >> Settings (Gear Icon) present on the horizontal menu option In the settings window you may see the status of Add-In Here only you . . . Read more
Open (Start) any of the MS Office Program (Word/ Excel/ Outlook or Power point) Check if you see menu option LxDocs into the horizontal menu of you MS Office Program. If you see LxDocs this means Add-In is installed into your corresponding MS Office Program.
Open relevant MS Office Program (Word/ Excel/ Outlook) Go to LxDocs on the top Click on Search Document (Or, Save Document in Outlook) In the Search Window, you’ll see a gear icon (Settings), click on it. It’ll launch Settings window which’ll help you to Enable/ Disable the Add-In.
Logon to LegalXGen Click on the Documents menu options on your Left. usually it’s the firm name Suffixed with Docs e.g. LegalXGen Docs or XYZ Docs. You may search for the Matter for which you wish to see the documents. Locate the document you’re looking for. You’ll see number of . . . Read more
Once Office Add-Ins are installed into your machine. Need to verify for the following: Check if Add-In is installed successfully or not. If Add-In is installed successfully, when you launch any of the MS Office program Word, Excel or Outlook, you’ll be prompted for LegalXGen Logon. After Log-On you should . . . Read more
Download the desired setup for MS Office Add-Ins MS Word Click to download MS Excel Click to download Outlook Click to download All Setups (Together) Click to download Unzip it and. You’ll see a file setup.exe Right click on it and choose ‘Run as Administrator’
Two kind of Documents could be saved into LegalXGen. Matter Related Document Or, Firm’s internal knowledgebase i.e. Non Client/ Matter Document. Follow the steps below to Save or Upload a new document. Logon to LegalXGen Go to ‘…Docs‘ menu option on your left. Usually it’s your ‘<Firm Name> Docs’. e.g. . . . Read more