Configure Microsoft Outlook Add-In for Legal Service Delivery
Install and add the Microsoft Outlook Add-In for Legal Service Delivery to your Microsoft Outlook and enable intake forms for submitting legal requestsor matters.
- Activate Microsoft Outlook Add-In for Legal Service Delivery
You can activate the Microsoft Outlook Add-In for Legal Service Delivery plugin (sn_lg_outlook) for Legal Service Delivery if you have the admin role. - Download Microsoft Outlook Add-In for Legal Service Delivery manifest file
As an admin, download Microsoft Outlook Add-In for Legal Service Delivery manifest file. - Deploy Microsoft Outlook Add-In for Legal Service Delivery
Deploy Microsoft Outlook Add-In for Legal Service Delivery for it to be available in Microsoft Outlook to submit legal requests. - 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. - Auto populate information from email to legal request or matter
Map the sender's email address, email content, and subject field from an email to legal request fields to automatically fill in information from the email to the submitted legal request.
Parent Topic:Microsoft Outlook Add-In for Legal Service Delivery