Take the following steps to set up the synchronization with Microsoft Outlook:

1. Click File on the menu bar and select Synchronize and Outlook to open the Outlook Synchronization window.
2. Click Test Outlook Link to confirm that the program can communicate with Outlook properly.
   NOTE: The program opens the Test Outlook Link window displaying Outlook version information.
3. Click OK to close the Test Outlook Link window.
4. Select Set up the Outlook Synchronization.
5. Click Next to open the Outlook Synchronization Setup window.
6. Click Next to open the Configuration File Location window.
7. Enter a local location to save the Outlook synchronization configuration file in the Configuration File Path field.
8. Click Next to open the Specify Record Types to Synchronize window.
9. Click to check the box next to any record types that you want to synchronize.
10. Click Options next to Event Records to open the Outlook Link Options - Event Records window if you want to synchronize Event records.
    NOTE: If you do not want to synchronize Event records, skip to step 16.
11. Complete the Outlook Link Options - Event Records window General tab if you want to synchronize Event records.
12. Complete the Outlook Link Options - Event Records window Date Range tab if you want to synchronize Event records.
13. Complete the Outlook Link Options - Event Records window Outlook Folders tab if you want to synchronize Event records.
14. Complete the Outlook Link Options - Event Records window Codes tab if you want to synchronize Event records.
15. Click OK to close the Outlook Link Options - Event Records window.
16. Click Options next to ToDo Records to open the Outlook Link Options - ToDo Records window if you want to synchronize ToDo records.
    NOTE: If you do not want to synchronize ToDo records, skip to step 22.
17. Complete the Outlook Link Options - ToDo Records window General tab if you want to synchronize ToDo records.
18. Complete the Outlook Link Options - ToDo Records window Date Range tab if you want to synchronize ToDo records.
19. Complete the Outlook Link Options - ToDo Records window Outlook Folders tab if you want to synchronize ToDo records.
20. Complete the Outlook Link Options - ToDo Records window Codes tab if you want to synchronize ToDo records.
21. Click OK to close the Outlook Link Options - ToDo Records window.
22. Click Options next to Contact Records to open the Outlook Link Options - Contact Records window if you want to synchronize Contact records.
    NOTE: If you do not want to synchronize Contact records, skip to step 28.
23. Complete the Outlook Link Options - Contact Records window General tab if you want to synchronize Contact records.
24. Complete the Outlook Link Options - Contact Records window Outlook Folders tab if you want to synchronize Contact records.
25. Complete the Outlook Link Options - Contact Records window Field Matching tab if you want to synchronize Contact records.
26. Complete the Outlook Link Options - Contact Records window Codes tab if you want to synchronize Contact records.
27. Click OK to close the Outlook Link Options - Contact Records window.
28. Click Staff Options to open the Outlook Link Options - Staff Options window.
29. Complete the Outlook Link Options - Staff Options window.
30. Click OK to close the Outlook Link Options - Staff Options window.
31. Click Next to open the Synchronize Deletes window.
32. Click to check the Synchronization can delete records in Practice Advantage box if you want to allow the synchronization to delete records in the LexisNexis Total Practice Advantage^™ software.
33. Click to check the Synchronization can delete records in Outlook box if you want to allow the synchronization to delete records in Outlook.
34. Click Next to open the Confirm Before Making Changes window.
35. Complete the Outlook Synchronization Confirm Before Making Changes window.
36. Click Next to open the Outlook Sync - Setup Complete window.
37. Click OK to close the Outlook Sync - Setup Complete window.