Set up Box integration for legal contracts
Set up integration with the Box storage to store signed contract documents.
Vorbereitungen
Role required: sn_lg_ops.request_config or sn_lg_contracts.contracts_config or sn_lg_matter.matter_config
Prozedur
- Install Box spoke v 2.0.4 or later version.
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Set up the Box services.
For more information on the setup and creating the Box account, see Set up Box spoke.
- Navigate to Legal Administration > Legal Integrations > Integrations.
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Create or modify an external app configuration.
- To create an external app configuration, click New.
- To modify an existing external app configuration, open the external app configuration from the list.
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On the form, fill in the fields.
Tabelle : 1. External Apps Configuration form Field Description Name Name of the external app configuration. Description Description of the external app configuration. Active Option for marking the external app configuration as active. Configuration type Type of configuration. Select External Storage.
Third party app Name of the third-party app. From the list, select the connection and credentials aliases set up in Step 1 for the Box service.
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Save the external app configuration.
- Save a new external app configuration by clicking Submit.
- Save the changes to an existing external app configuration by clicking Update.
The external app configuration record is saved and the External Storage Details tab appears. -
In the External Storage Details tab, configure the external storage
settings.
- In the Table field, select the Legal Request [sn_lg_ops_request] table.
- In the File path field, enter the base file path where the documents will be stored in Box.
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In the Folder structure, enter the structure for
folders to be created.
You can select a column from the table so that the folder can be dynamically created with the value in the column. For example, to create a folder in the name of the company, select the company_name column.
- Click Publish.