---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery

# Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Enable intake forms to be available as categories while submitting legal requests or matters from Microsoft Outlook using Microsoft Outlook Add-In for Legal Service Delivery.

## Before you begin

Role required: sn_lg_ops.legal_config

## Procedure

1. Navigate to AllLegal AdministrationPractice Areas.
2. Select a practice area.
3. From the Intake Forms related list, select an intake form.
4. If you are prompted in a message at the top of the form to switch applications to be able to edit the record, select the word here.
5. Select the Unlock Options icon ![Unlock Options icon.]() in the Options field in the Record Producer section.
6. Enter <kbd class="ph userinput">Enable</kbd> in the Select target record field.
7. Select Enable for Microsoft Outlook Add-in from the list.
8. Select Update.

## Result

The request category will be available while submitting a legal request from Microsoft Outlook Add-in.

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