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-in intuitively picking up details such as the matter manager, the internal contact, matter name and matter description
- Create matters even faster, accessing your pre-defined templates
- Search for existing matters and view details about each matter
- Manage your matters, including adding status notes and adding and assigning tasks
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 — these are all your add-ons. Any new add-ons you install will display here
At the bottom, you'll see a Plus '+' button. Click on the '+' button to get to the add-ons menu
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 — click on it to bring out the add-ons menu
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.
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.