Knowledge Base
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Watch the steps. (1:26 Min) Or, follow the steps below: Logon to LegalXGen Go to Accounts >> Receipts On the top right you’ll Import Button. Click on it. You’ll see a new window to facilitate the Import. You may download the pre-defined template or simply upload your own excel. Once . . . 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. (12 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 Timesheet tab You’ll se a label Back Date Timesheet Allowed chose the desired option into the adjacent . . . Read more
Though it sounds technical but believe me it’s very easy. It’s a simple to clear the browser cache, just few steps. You should be able to do it your own. Let’s try then…. Microsoft Edge https://clear-my-cache.com/en/windows/microsoft-edge.html MS Internet Explorer https://clear-my-cache.com/en/windows/microsoft-edge.html Google Chrome https://support.google.com/accounts/answer/32050?co=GENIE.Platform%3DDesktop&hl=en Safari https://clear-my-cache.com/en/apple-mac-os/safari.html
Watch the steps. (37 Secs) Or, follow the steps below: Logon to LegalXGen Go to Timesheet.(if you’re not redirected on the timesheet page) On the top right you’ll find an icon for List View, click the same. In the List View, select the time entries you wish to edit. (you . . . Read more
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