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Installing and getting started with the Gmail add-on
Installing and getting started with the Gmail add-on
Updated over a week ago

Xakia's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy, including the Limited Use requirements.

Installing your Gmail add-on is quick and easy!

The Xakia Gmail add-on lets you search, create and manage your legal matters straight from your Gmail inbox.

With the Xakia Gmail add-on you can:

  • Create matters in minutes, with the add-on intuitively picking up details such as the matter manager, the internal contact, matter name and matter description

  • Search for existing matters and view details about each matter

  • Manage your matters, including:

    • Mark a matter as a favorite

    • Update a matter's status or add a status note

    • Add a task or key date

    • Add a discussion item

    • Add an internal client as a matter follower

    • Open the matter in Xakia

How to install the Gmail add-on in a web browser

Follow the steps below to learn how to install the Gmail add-on into your Gmail.

Step 1: Log into your Gmail account on a desktop web browser

Step 2: On the main page of your Gmail account, you'll see a sidebar on the right side with icons running down it β€” these are all your add-ons. Any new add-ons you install will display here

At the bottom, you'll see a '+' button. Click on the '+' button to get to the add-ons menu

gmail-addin.jpg

Note: If you don't see the side panel, it could be hidden. Look in the bottom right corner of your screen for a small gray tab with an arrow '<' symbol on it β€” click on it to bring out the add-ons menu

gmail-addin-show-panel.jpg

Step 3: A pop-up window will appear in the middle of your screen. Search for and select 'Xakia'

Step 4: Click on it and click 'Install' to begin the process. You will be asked to grant the add-on various permissions - click allow/accept to proceed.

Upon returning to and refreshing your Gmail inbox, the Xakia add-on will now be visible on the right-hand side of your window.

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