Configure an external storage system for legal requests and legal matters

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 5 Minuten Lesedauer

    • Configure an external storage system to store documents attached to legal requests and legal matters.

    Vorbereitungen

    Ensure that the administrator has installed and set up spokes for the external storage system you want to configure for legal apps.
    Box spoke v3.1.0 or later version
    For more information on the setup and creating the Box account, see Set up Box spoke.
    Google Drive spoke v1.3.0 or later version
    For more information on the setup and creating the Google Drive account, see Set up Google Drive spoke.
    Microsoft OneDrive spoke v2.1.0 or later version
    For more information on the setup and creating the Microsoft OneDrive account, see Set up Microsoft OneDrive spoke.
    Microsoft SharePoint spoke v2.2.0 or later version
    For more information on setting up Microsoft SharePoint, see Configure Microsoft SharePoint Online connection record.
    iManage Spoke spoke v1.0.0
    For more information on the setup and creating the iManage account, see Set up iManage spoke.
    Wichtig:
    After setting up the spoke, give the iManage spoke user [sn_imanage_spk.user] role to users accessing iManage external storage.

    Role required: sn_lg_ops.request_config

    Prozedur

    1. Navigate to All > Legal Administration > Legal Integrations > Integrations.
    2. Create or modify an external app configuration.
      OptionSteps
      To create an external app configuration
      1. Select New.
      2. On the Integration Type page, select the External Storage link.
      To modify an existing external app configuration Open the external app configuration from the list.
    3. On the form, fill in the fields.
      Tabelle : 1. External Storage form
      Field Description
      Name Name of the external app configuration.
      Description Description of the external app configuration.
      Active Option for marking the configuration for external storage as active.
      Table Table in which the legal request or legal matter information is stored. For example,
      • To store documents for a legal request, select the Legal Request [sn_lg_ops_request] table.
      • To store documents for a legal matter, select the Legal Matter [sn_lg_matter_matter] table.
      • To store documents for a contract request, select the Legal Contract [sn_lg_contracts_repository] table.
        Hinweis:
        External storage for Contracts Core and Contract Management Pro apps aren’t supported by iManage.

      The selected table determines the available variables in the Select variables field.
      Condition Filter conditions to determine saving documents for a specific request category.

      For example, say you've already configured the Box external storage integration and want only NDA contract documents to be stored there, you can define the condition as [Category] [is] [NDA].

      Then, select the external storage name in the App field.
      Execution order Order in which an external storage system is used for storing documents.

      When multiple external storage systems match the conditions, then the one with the lower-order value is chosen to store the documents.
      App External storage system on which the documents are stored.
      Hinweis:
      The list only shows external storage systems for which spokes have been installed and configured.
      Folder structure Filepath to store documents attached to a legal request or legal matter in the external storage system.

      Define a folder structure using a combination of static text and dynamically generated text from the selected field variables in the Select variables list.

      For example, in the folder structure Legal/${company}/Contracts/${number},
      • Legal and Contracts are static texts
      • ${company} and ${number} are the field variables chosen from the Select variables list.

        These field variables are dynamically replaced by the values in each field while saving a document in the external storage.
      Select variables List of variables that can be used in the folder structure. Variables pull information from the selected table to customize the folder structure.
      Attributes Additional configuration items based on your Microsoft SharePoint and iManage configuration. Add the following details:

      Microsoft SharePoint

      • Tenant: Add the sys_id of the Microsoft SharePoint tenant record.
      • Site_Name: Add the name of the site in the tenant.
      • Document Library: Add the document library set up in the site where all documents related to legal requests and legal matters are stored.

      For more information on managing Microsoft SharePoint tenants, sites, and document libraries, see the Microsoft documentation.

      These fields appear only when SharePoint is selected from the App field.

      iManage

      • Library: When a value is specified, the application uploads documents using the designated library. This can also include the creation or using the Workspaces, folders, and so on. This attribute is optional, so if the library is not provided, the preferred library of the iManage service account user is used.
      • Workspace_type: Captures the type of Workspace to support the various use cases. For example:
        • Shared: Use an existing Workspace to upload documents.
        • Independent: Create a separate Workspace for every request and matter. This helps in effectively organising and tracking the documents. Independent Workspace may or may not use a template.
      • Template_ID: Unique identifier of the template from iManage. The application uses the identifier to create iManage objects such as Workspaces, folders, and subfolders using the template configurations while uploading the documents. This attribute is used when the Workspace_type is Independent. You can use templates to maintain consistent names and folder structure for Workspaces created in iManage.
      • Folder_path: Used to identify the folders or subfolders, in which the document is uploaded. This attribute is used when the Workspace_type is Independent.
      • Shared_workspace_ID: Unique identifier of the Shared Workspace. This is used to identify the Workspace to upload the documents when Workspace type is Shared.
      For more information on iManage, see iManage documentation.
      Hinweis:
      iManage login credentials are required to access the documentation.
    4. Save the external app configuration.
      • Save a new external app configuration by selecting Submit.
      • Save the changes to an existing external app configuration by selecting Update.
      The external storage configuration is saved.
    5. Select Publish.

    Ergebnisse

    The external storage system integration is published and is ready for storing documents attached to legal requests.

    Nächste Maßnahme

    Add the Enable External Storage for attachment option in the intake forms so that the documents attached to those legal requests or legal matters are stored in the configured external storage. For more information, see Add an intake form to a practice area.

    Configure the system properties for Legal Service Delivery apps to administer integration with the external storage provider. For more information, see Legal Service Delivery properties.