---
title: "How to Use LexWorkplace for Outlook (Add-in)"
slug: "how-to-use-lexworkplace-for-outlook-addin"
updated: 2025-06-16T22:03:38Z
published: 2025-06-16T22:03:38Z
canonical: "help.lexworkplace.com/how-to-use-lexworkplace-for-outlook-addin"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lexworkplace.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Use LexWorkplace for Outlook (Add-in)

> [!NOTE]
> **Applies To**
> 
> LexWorkplace Starter, Core, Advanced

## Overview

LexWorkplace's Email Management feature makes it easy to save, organize, and search emails directly within your document management system.

When you save emails to a matter in LexWorkplace, they are:

- **Centralized** - Are accessible to anyone with permission to that matter
- **Searchable** - Appear in global and matter-specific searches
- **Preview**-able - Can be viewed in full-text preview directly within LexWorkplace

## Getting the LexWorkplace Outlook Add-In

To start managing emails with LexWorkplace, install the LexWorkplace for Outlook add-in:

- Download the add-in: [Setting Up the LexWorkplace Outlook Add-in](https://help.lexworkplace.com/docs/outlook-add-in-setup)
- Follow our [Getting Started Guide](https://help.lexworkplace.com/docs/downloads-installs) for full LexWorkplace installation instructions

Once installed, the LexWorkplace add-in integrates directly into Microsoft Outlook. From here, you can use the add-in to save/file emails in Outlook to a Matter in LexWorkplace.

> [!WARNING]
> Shared Mailbox Support
> 
> With LexWorkplace for Outlook you can save emails from your mailbox to a Matter; LexWorkplace does not, however support saving emails from a Shared Mailbox.

### Using in New Outlook

Here’s how to access LexWorkplace for Outlook for Microsoft’s “New Outlook.”

**Opening the Add-In**

1. Open Outlook.
2. Select an email.
3. Click the “Apps” button on the top right corner of the email.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(63).png)
4. Select the LexWorkplace Add-in App.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(65).png)
5. Sign In

- Sign in with your LexWorkplace credentials. You’ll only need to sign in once per device.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(66).png)

### Using in Classic Outlook

Here’s how to access LexWorkplace for Outlook for Microsoft’s “Classic” Outlook (desktop).

**Opening the Add-In**

1. Open Outlook.
2. Select an email.
3. Click the “Add to LexWorkplace” icon in the Outlook ribbon.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(67).png)

1. Sign In.

- Sign in with your LexWorkplace credentials. You’ll only need to sign in once per device.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(69).png)

---

## Add-in Functionality

LexWorkplace for Outlook, the LexWorkplace Outlook add-in, provides two key capabilities:

1. The ability to **Save one or more emails to a Matter**
2. The ability to **attach a document From LexWorkplace** when composing an email

We’ll cover how to use each feature next.

### Save Email to a Matter

The first and primary capability within LexWorkplace for Outlook is the ability to save emails (in your Outlook) directly to a Matter in LexWorkplace.

Here’s how it works.

- In Outlook, select one or more emails.
- Click *Add to LexWorkplace* in the Outlook top ribbon.
- Select the matter where you want to save the email.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(70).png)

> [!NOTE]
> TIP: Filter Matters
> 
> Use the filter field to easily find the matter you would like to add the email to.

- Within a Matter, you can save the email directly to the root of that Matter, or you can navigate subfolders within the add-in.
- Click *Save Here* to save the email(s) to this location in LexWorkplace.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(82).png)

- Outlook will add the label/tag *Saved to LexWorkplace* as a visual indicator that the email has been successfully saved to this Matter.
- The email will be saved to this location and is now accessible in LexWorkplace at the specified location.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(73).png)

> [!NOTE]
> TIP: Folder organization
> 
> You can create as many folders you want inside the email tab for the matter you are adding emails to. This can help with organization and cleanup!

### Attach From LexWorkplace (Drafting Email)

The second capability of LexWorkplace for Outlook is the ability to attach any document from LexWorkplace to an email, when composing/drafting an email. (This of this as a second “Attach” button.)

Here’s how it works.

- When composing a new email, click Attach from LexWorkplace.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(74).png)

- Select the matter you would like to attach a document from.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(76).png)

- Once inside the matter, select either the main level document or subfolder and select the document to attach.

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(77).png)

- The document will then be attached to the email, ready to be sent!

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(78).png)

> [!NOTE]
> TIP: Multiple documents
> 
> You can attach multiple documents, from multiple different matters or even from private or public firm documents!

## Additional Information

- LexWorkplace de-duplicates emails automatically. Duplicates are detected using a checksum (not just by subject line), ensuring only one copy is saved.
- Once saved to LexWorkplace, emails can be organized into folders, moved between folders, and renamed (just like documents).

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(79).png)

- A label "Added to LexWorkplace" will appear on the email within Outlook, providing a clear visual indicator that the email has been saved.

It will display inside the email itself:

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(80).png)

As well as in the preview line:

![](https://cdn.document360.io/cc24f28e-6bf8-4cc0-b7cd-519f8d33e693/Images/Documentation/image(81).png)

> [!NOTE]
> TIP: Added to LexWorkplace Category
> 
> You can click on the created category to search your outlook for all emails that have been added to LexWorkplace via the Add-in.

In summary, LexWorkplace for Outlook is a core piece of the Document and Email Management System that is LexWorkplace.