Setting up DMS: NetDocuments

To set up the NetDocuments document management system integration, go to the Control Panel, under General, and click on Manage Integrations. 

Once you are in Manage Integrations, under NetDocuments logo, click on INSTALL. 

The following dialogue will appear. 

It is important that you select the Region database in which you wish to store documents.

Once you have selected your region, click on Give Consent. 

A pop-up will appear in your browser with the following screen. 

Here you enter your NetDocuments Administrator login details. Once entered, click Login. 

After logging in, you will be prompted to grant LEX247 authorization to access NetDocuments. 

Click Allow.

After you allow authorization, you will see the following dialogue window will appear in LEX247. 

Here you can change the following,

1. Cabinet
In which of your cabinets LEX247 should create client and matter workspaces in.

2. Create client workspace
If you wish to create a Workspace for each Client, which can be used for centrally storing all client non-matter-related documents.

3. Use matter access group
By selecting this, you also use NetDocuments M.A.G. right management when LEX247 locks down a case, i.e. when setting a case to confidential.

4. Add integration user to Workspace access list
When locking down workspaces (i.e. confidential), also add the admin user as part of the workspace allowing it to access all workspaces.

5. Restrict access to document libraries to Client, Case Managers, Participants and Assistants.
Select this if you want to restrict access to document libraries to specific Users. Users who are Client Managers, Case Managers, case Participants, and Assistants can access the document library. 

Notes:

1. Ensure you are a User with the 'Administrator'-right set to be able to do this. 

2. Using the app.lex247.com link is only used when setting up the integration initially and is for the approval process with NetDocuments. Once the setup is complete, you can go back to your own [tenantname].lex247.com URL.