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Configure Microsoft Outlook Add-In for Legal Service Delivery › Microsoft Outlook Add-In for Legal Service Delivery › Integration with Third-party applications › Legal Service Delivery › Legal and Contract Operations › Employee Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery

Enable intake forms to be available as categories while submitting legal requests or mattersfrom Microsoft Outlook using Microsoft Outlook Add-In for Legal Service Delivery.

Before you begin

Role required: sn_lg_ops.legal_config

Procedure

  1. Navigate to All > Legal Administration > Practice Areas.

  2. Select a practice area.

  3. From the Intake Forms related list, select an intake form.

  4. If you are prompted in a message at the top of the form to switch applications to be able to edit the record, select the word here.

  5. Select the Unlock Options icon

Image omitted: lock.png
Unlock Options icon. in the **Options** field in the Record Producer section.

  1. Enter Enable in the Select target record field.

  2. Select Enable for Microsoft Outlook Add-in from the list.

  3. Select Update.

Result

The request category will be available while submitting a legal request from Microsoft Outlook Add-in.

Parent Topic:Configure Microsoft Outlook Add-In for Legal Service Delivery