![]() ![]() Legal CRM is a legal case management software CRM that integrates with Microsoft Office to provide advanced document management for law firms by combining Legal CRM with Microsoft Office via the integration.Īside from Legal CRM, all other logos, trademarks, trade names, screenshots, or company names referenced herein are used for identification purposes only and are the property of their respective owners. ![]() ![]() Microsoft Office 365 is a third-party application and is a cloud-based set of productivity applications that contains compatibility with the desktop versions. □ Even easier, Microsoft Office Online uses autosave with version history, so as co-authors make changes to each Office document in realtime, all changes are auto-saved and automatically update the document in your Legal CRM document system. You may edit any Microsoft Office 365 document in Word, Excel, or PowerPoint from directly inside of Legal CRM in either the lead or case page in the Documents tab or from the Legal CRM Document System by right-clicking on any Office document and pressing “ Edit” as shown below.Įditing an Office document in Legal CRM will open the document inside of the Office tool depending on the type of document, whether it be Word, Excel, or PowerPoint. Video Overview of Using the Legal CRM > Office 365 Integration: Opening Office 365 Documents from Legal CRM in the Desktop Version of Word, Excel, and PowerPointĪccess Denied - Resolving Authorization Issues with the Microsoft Office API Track Changes: Reviewing Version History of Documentsĭownloading the Newest Version of Documents to Legal CRM How to Use the Microsoft Office 365 Integration in Legal CRMĬreating New Office 365 Documents (Word, Excel, PowerPoint) in Legal CRMĮxpanding the Ribbon in Office 365 Apps for the Online Version to Look Like the Desktop AppsĬollaborating in Office 365 with Multiple Co-Authors, Document Sharing, and Comments □ If you want to use the Legal CRM and Microsoft Office 365 Integration and it is not currently activated for your firm, then please contact Legal CRM support who will provide access for your IT team to review the related article. The integration includes support for using the online or desktop versions of Microsoft Office 365. The Microsoft Office 365 suite integration allows Word, Excel, and PowerPoint documents to be edited inside of Legal CRM cloud, without the need to download documents to edit them, which is considered more secure and enabled for today's virtual workforce. This tutorial will also help familiarize you with how to edit Microsoft Office 365 documents in Legal CRM. Legal CRM proudly supports our highly secure document integration with the Microsoft Office 365 suite using the latest Microsoft technology. ![]()
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