| 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.
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.Note: 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}, |
| 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. Note: iManage login credentials are required to access the documentation. |