LexWorkplace for Outlook M365 Administrator Setup

Applies To

LexWorkplace Starter, Core, Advanced

Introduction

The latest email management functionality, including Smart-File, is only available in the latest version of the LexWorkplace Outlook add-in, called LexWorkplace for Outlook.

Microsoft 365 Only

Administrator Setup Required

Important:  The LexWorkplace for Outlook add-in will not function until your Microsoft 365 Administrator has completed the following steps

• Get LexWorkplace for Outlook

For Microsoft 365 Administrators

The administrator of your firm’s Microsoft 365 organization must complete the following steps (once, for your entire firm).

1. Visit https://lexworkplace.app/configureEntraApplication

2. Click "Click here to add the LexWorkplace for Outlook App Registration to your Microsoft 365 Organization (Entra ID)"

3. Sign in with your Microsoft 365 administrator account

4. Review the permissions and click "Accept" to enable LexWorkplace for Outlook across your organization

What This Does

This process accomplishes a number of necessary tasks within your Microsoft 365 account.

• Grants necessary permissions for the add-in to access Outlook data

• Enables all users in your organization to use LexWorkplace for Outlook

• Allows secure integration between Outlook and LexWorkplace

You may now notify your users that LexWorkplace for Outlook is ready for use.

Your Users:  Getting Started

Once the above steps have been complete, your users can begin using the addin within their Outlook (Classic, New or Web/OWA).

To do this, users should:

1. Open Outlook

2. Look for the LexWorkplace buttons in the Outlook ribbon

3. Click the LexWorkplace button to open the add-in side-panel

4. Sign in with your LexWorkplace credentials

5. Begin saving emails to matters