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

task australia Updated Sep 10, 2026 1 min read lsd-enable-intake-forms-addin.md

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

Before you begin

Role required: sn_lg_ops.legal_config

Procedure

Navigate to All > Legal Administration > Practice Areas.
Select a practice area.
From the Intake Forms related list, select an intake form.
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.
Select the Unlock Options icon [Omitted image "lock.png"] Alt text: Unlock Options icon. in the Options field in the Record Producer section.
Enter Enable in the Select target record field.
Select Enable for Microsoft Outlook Add-in from the list.
Select Update.

Result

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

Parent Topic:Configure Microsoft Outlook Add-In for Legal Service Delivery

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---
title: Enable intake forms for Microsoft Outlook Add-In for Legal Service Delivery
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/legal-service-delivery/lsd-enable-intake-forms-addin.html
release: australia
product: Legal Service Delivery
classification: legal-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure Microsoft Outlook Add-In for Legal Service Delivery, Microsoft Outlook Add-In for Legal Service Delivery, Integration with Third-party applications, Legal Service Delivery, Legal and Contract Operations, Employee Service Management]
---

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

Enable intake forms to be available as categories while submitting legal requests or mattersfrom 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 **All** &gt; **Legal Administration** &gt; **Practice 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 \[Omitted image "lock.png"\] Alt text: Unlock Options icon. in the **Options** field in the Record Producer section.

6. Enter `Enable` 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.

**Parent Topic:**[Configure Microsoft Outlook Add-In for Legal Service Delivery](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/legal-service-delivery/lsd-outlook-addin-configure.md)