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  2. Start using Lexis® Create DMS

Log into the add-in

Lexis® Create DMS works as an extension in Microsoft Word and Outlook, and it can be deployed centrally by a Microsoft administrator or downloaded individually from the Microsoft add-in store.

💡 Tip: we highly recommend that your IT department centrally deploys the add-in.

How? Read the article Centrally deploy the Lexis® Create DMS add-in

 

How can I individually install the Lexis® Create DMS add-in?

  1. Open any Word document (docx). 
  2. On the Insert tab, navigate to Get Add-ins and then Store
  3. Search for Lexis® Create DMS and click Add

 

Great! What's next?

  1. Open a contract you are working on in Microsoft Word
  2. Click in the Home tab on Open Lexis® Create DMS and the add-in will appear on the right side of your screen
  3. Sign in with your existing Office 365 or Google account/credentials and allow lexiscreatedms.com access to your account.

Screenshot 2024-08-29 at 15.20.27

 

Fill in below questions and you are ready to start your Lexis® Create DMS journey!

Onboarding flow 2   Onboarding flow 3  Onboarding flow 4