Configure an external storage system for legal contracts

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

    • Configure an external storage system to store signed contract documents.

    Vorbereitungen

    Ensure that the administrator has installed and set up spokes for the external storage system you want to configure.
    Box spoke 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 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 spoke v2.1.0 or later version
    For more information on the setup and creating the Google Drive account, see Set up Microsoft OneDrive spoke .

    Role required: sn_lg_ops.request_config, sn_lg_contracts.contracts_config, or sn_lg_matter.matter_config

    Prozedur

    1. Navigate to All > Legal Administration > Legal Integrations > Integrations.
    2. 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.
    3. On the Integration Type page, click the External Storage link.
    4. 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.
      Hinweis:
      Only one external storage app configuration must be active at a time.
      Table Table in which the signed legal contracts information is stored.
      Select the Legal Contract [sn_lg_contracts_repository] table.
      Hinweis:
      If you select a different table, you must associate a corresponding flow.
      Condition Filter conditions to determine which integration app to use.

      For example, say you've already set up the Box external storage integration and want only NDA contracts to be stored there, you can define the condition as follows:

      [Category] [is] [NDA] and then select the Box.
      Execution order Order in which an external storage system is used for storing contract documents. The system with the lower-order value is chosen first.
      App External storage system such as Box or Microsoft OneDrive.
      Folder structure Filepath to store the signed contract documents in the external storage system.
      Define a folder structure using a combination of static text and dynamically generated text from the selected fields. For example, the folder structure Legal/${company}/Contracts/${number}, where,
      • Legal and Contracts are the static texts
      • ${company} and ${number} are the fields chosen from the Select variables list.

        These field variables are dynamically replaced by the values in each field while saving a document.
      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 respective external storage service.
    5. 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 storage configuration is saved.
    6. Click Publish.

    Ergebnisse

    The configuration for the external storage system is published and is ready to be used for storing contract documents.