Objectives
- Access Outlook Connect Add-on and set up the integration with LEXZUR.
- Add Items from Outlook Connect to the system.
- Manage your Outlook add-on.
Steps
LEXZUR Outlook Connect is a smart add-on that enables you to manage your daily legal operations, by directly adding new information, syncing emails, accessing modules, and more, within a few clicks.
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Once you choose any action for the first time, you will be asked to sign in to your Microsoft account.
then login to your LEXZUR instance using your LEXZUR credentials in order for the integration to happen.
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Additionally, you can always manage your time in Outlook, using an embedded timer to allow you to record your effort accurately.
You can easily, pause or stop this timer at any time and log it as a new time entry.
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Moreover, the activities feature provides a quick overview of where the email has been linked or used in the core system.
Settings also provide users with access to manage their accounts, change the language, the theme, contact support, and so on.
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