Who can use this feature?
👤 Clients enrolled in the Early Access program
🔑 Requires an active Microsoft Office installation
This feature is currently only available to those clients who are part of the Early Access program. If you'd like this feature, reach out to your Customer Success Manager (CSM) or to Customer Support.
In this article:
Configure the Word Desktop integration
If the integration is not already marked as "Active," follow these steps to enable it:
A LawVu Administrator must navigate to the Integrations icon in LawVu and locate the Microsoft Word integration.
2. Click on Get Started
3. Click on Enable now
Edit files in LawVu using Word Desktop
From the Files tab of a matter or contract, click the three dots next to the document (...) and select Edit in Word. This action opens the file locally on your desktop, allowing you to make changes using Microsoft Word.
Once you've finalized your edits, you can seamlessly upload the updated file back to LawVu—either to the same matter or a different one—using the LawVu add-in for Microsoft Word.
The option to open the file in Word locally is also available from Preview window:
To edit with Word Desktop, the file must be a .DOCX format.
Note: a 'DOC' file is an older version of a Word file and will not work.
Edit contract document in Word Desktop
You can edit contract documents using either Word Desktop or Word Online, depending on your preference. To set your default application for editing:
1. From the Overview tab of the contract, click the small arrow next to the Edit button.
2. Select Settings and choose your preferred option.
From now on, whenever you click on Edit, the file will open in your proffered application.
To read more about the Word Online Integration, please check this article: Editing Word documents with Word Online