Applies To
LexWorkplace Starter, Core, Advanced
This article describes how to install and setup the Outlook Add-in for LexWorkplace.
The Outlook Add-in is the tool that enables you to save emails (from Outlook) to a Matter in LexWorkplace.
Note: These steps are also covered in the broader LexWorkplace Setup Guide (the process only needs to be completed once, for each user in your firm).
Outlook Add-in Setup
This process varies slightly depending on what Exchange service your firm uses. Select the appropriate option below based on what Exchange service your firm subscribes to.
Uptime Legal Hosted Exchange (Practice Gen 10 + Older)
Log into Outlook Web Access (OWA) for your Exchange email service.
For Uptime Hosted Exchange, this is located here.
For on-premise or third-party Hosted Exchange, please refer to your Exchange administrator for instructions.
Once logged into OWA:
Download the Manifest File
Open the URL https://addin.lexworkplace.app/manifest-dist.xml
Save this XML file to your local computer
Install the Addin
Click Settings (Gear Icon, top right of your OWA screen) > Get Addins
Click My Addins
Scroll to Custom Addins (at the bottom of the next screen)
Click Add > From File
When prompted, select the XML file you downloaded earlier
Click Install, then OK when complete
Microsoft 365 Exchange
Log into Outlook Web Access (OWA) for your Office 365 account.
Open Outlook (the desktop version).
Click the File menu (top left), then click Manage Add-ins.
You may be prompted to enter your credentials for your Office 365 / Outlook Web Access account.
Note: If this process does not work, you may also click My Add-Ins from the Outlook ribbon, which should also bring you to Outlook Web Access.
Once logged into OWA:
Download the Manifest File
Open the URL https://addin.lexworkplace.app/manifest-dist.xml
Save this XML file to your local computer
Install the Addin
Click Settings (Gear Icon, top right of your OWA screen) > Get Addins
Click My Addins
Scroll to Custom Addins (at the bottom of the next screen)
Click Add > From File
When prompted, select the XML file you downloaded earlier
Click Install, then OK when complete
Note: Users of older versions of Outlook may need to use our Legacy Outlook Add-in. Click here to download the manifest (XML) file when installing the add-in via OWA (as described above).
Additional Support
Need a little extra help? Don’t hesitate to Contact Support if you need a hand.