This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
What is a Department?
A Department is one of the data fields used in Matter Management. By setting up departments, you can register them as [Requesting department] in the [Matter information] of Matter Management.
Create a department
Open [Admin settings].
Click [Departments], and then click [Create department].
Enter the Department name and click [Create].
The new department will appear in the Department list.
Create departments in bulk
Open [Admin settings] → [Departments] → […] → [Create departments in bulk].
Click [Download template].
Enter the Department name in the downloaded CSV file.
Leave Department ID blank when importing for the first time.
Save the file as CSV UTF-8 (Comma separated).
Upload the file by clicking [Select File] or dragging the file.
Click [Import], then [Reload] once the process is complete.
The imported departments will be displayed in the Department list.
⚠️ Notes
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Change a department name
Open [Admin settings] → [Departments], then hover over a department you want to edit.
Click […] → [Edit].
Edit the Department name and click [Save].
Change department names in bulk
Open [Admin settings] → [Departments] → […] → [Create departments in bulk].
Click [Download template].
Copy [Department name] and [Department ID] from the Department List.
Paste them into the downloaded CSV file.
Edit [Department name] as needed. Keep Department IDs unchanged.
Save the file as CSV UTF-8 (Comma separated).
Upload the file by clicking [Select File] or dragging the file.
Click [Import], then [Reload] once the process is complete.
The updated departments will be displayed in the Department list.
⚠️ Notes
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Delete a department
Open [Admin settings].
Click [Departments] → […], and then click [Delete department].
Delete selected multiple departments
Open [Admin settings], and click [Departments].
Hover over a department to display the checkbox, select the departments to delete, and click [Delete All].
Click [Delete] to confirm.
The deleted departments will be reflected in the Department list.
Delete departments in bulk
Go to [Admin settings] → [Departments] → […] → [Create departments in bulk].
Click [Download template].
Copy [Department name] and [Department ID] from the Department List.
Paste them into the downloaded CSV file.
Delete only the [Department name] for departments you want to remove. Keep Department IDs unchanged.
Save the file as CSV UTF-8 (Comma separated).
Upload the file by clicking [Select File] or dragging the file into the window.
Click [Import], then [Reload] once the import is complete.
The deleted departments will appear in the Department list.
⚠️ Notes
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Search for a department
Enter the department name in the search bar and press [Enter] to search.
Save CSV in UTF-8 (comma separated) format
Excel 2016 and later support saving files in CSV UTF-8 format. If you are using Excel 2013 or earlier, please use Windows Notepad to convert the file.
Right-click the downloaded CSV file, select [Open with] → [Notepad].
In Notepad, click [File] → [Save As].
Edit the file name if needed, set Save as type to [Text Document (*.txt)], and set Encoding to [UTF-8].
Click [Save].