Knowledge Base
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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. (26 Secs) Or, follow the steps below: Logon to LegalXGen Go to Application Settings.(You’ll see this button when you click on your name on the top right) Click on the Document tab You need to on the switch ‘Create Default Folders When Matter is Created’ present under . . . 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. (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
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