Knowledge Base
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Open the Office Application (Word/ Excel or PPT) from which you wish to disable Legalxgen Add-In Go to File >> Options (On the Top Left) Click on the Options button present in the bottom In the Window Opened, select ‘COM Add-Ins‘ under the Manage and click on ‘GO‘ You’ll see . . . Read more
Open the Office Application (Word/ Excel or PPT) from which you wish to disable Legalxgen Add-In Go to File Menu (On the Top Left) Click on the Options button present in the bottom In the Window Opened, select ‘COM Add-Ins‘ under the Manage and click on ‘GO‘ You’ll see a . . . Read more
Logon to Legalxgen Go to Accounts -> Invoices Select the Invoices you wish to update, tick the check-boxes in the very first column. On the top click on the ‘Bulk Update‘ button In the Bulk Update Window, select the field (Status/ Initiated By) you wish to update for the selected invoices. . . . Read more
Login to LegalXGen. Go to Matters Identify and select the matter(s) on which you want to assign the resource(s). You may use relevant filters to search the desired records. On the top right you’ll find an action button with the tooltip ‘Bulk Assignment‘, click on it. A Bulk Assignment window . . . Read more
Logon to Legalxgen Go to Accounts -> Invoices Identify the invoice, you want to cancel and create a new invoice against it. You may use necessary filters to get your relevant record. Go to Action Column (present in the last) for the particular invoice. You’ll see an option ‘Cancel & Revise‘ . . . Read more
Watch the steps. (25 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage -> Users In the User List, identify the user whom you wish to Relieve. (You may apply necessary filters) Go the last column (Action), click on it to see the various options. You’ll see . . . Read more
Log On to your Legalxgen Account Go to Accounts -> Expenses Identify the expense you want to mark as Verified or Not-Verified. Go to the Action Column for the expense (present in the extreme right hand side) You’ll see an Option ‘Mark as Verified‘ or ‘Mark as Not-Verified‘ Select the . . . Read more
Logon to Legalxgen Go to Manage -> Users Identify the user whose clone you wish to make. (Any existing Associate or Partner, similar to whom you wish to create a new user) Go to the Action Column (Last Column). You’ll see an option ‘Clone this User‘ This action’ll bring-up a . . . Read more
Logon to Legalxgen Go to Timesheet Click on ‘View Timesheet‘ (In case you don’t see this button, ask your admin to grant sufficient privileges) Click on ‘View Timesheet‘ (In case you don’t see this button, ask your admin to grant sufficient privileges) Click on ‘More Filters‘, in the second row . . . Read more
Logon to your Legalxgen Account Go to Reports Locate the panel ‘Invoices & Receipts‘ Go to Report # 7 ‘Matter Wise Invoices & Receipts‘ Choose appropriate filters from your left (e.g. Business Unit, Period etc.) Apply the filter Sort by Total column, scroll the result, you’ll see all the matters . . . Read more