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 the NetDocuments logo, click on INSTALL. 

The following dialogue will appear. 

You must 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
Select which of your NetDocument Cabinets LEX247 should create Client Workspaces and Matter (Case) Workspaces.

Important: ensure that the Cabinet you select has Enable workspaces in this cabinet ticked in the NetDocument settings for Cabinet Workspace Templates. 

2. Please select a Store option:

Select either Workspace or Folders. 

• Workspace: Use ND Workspace concept for Cases (recommended)
• Folders: Uses a folder structure in ND, where each case is a subfolder

3. Profile Attribute Link Type:

Select one of the following link types. 

• Client-Matter parent/child: linked to the Parent Profile Attribute. 
• Matter only: not linked to Parent Profile Attribute with no Dependency. 
• Dependency: not linked to Parent Profile Attribute with a Dependency.

Important: please consult with IT Consultant or ND Expert to select the correct link type based on your NetDocument settings for your Parent Profile Attribute for the Cabinet. 

4. Client Attribute
Select the Client Attribute that has been setup in NetDocuments.
Important: this can be not set, but it is recommended to select the Client Attribute, commonly called "Client".

5. Case Attribute
Select the Case Attribute that has been setup in NetDocuments. 

Important: ensure that the selected Case Attribute you choose is the attribute that is selected Base workspaces on this attribute in the NetDocument settings for Cabinet Workspace Templates. Commonly, it is called "Case". 

6. 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.

7. 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.

Only one Group will be assigned to the Case Workspace, which are Case Managers and Administrators that will receive VESA rights.  

8. Add integration user to Workspace access list
When locking down Workspaces (i.e. confidential), also add the Admin Integration User as part of the Workspace allowing it to access all Workspaces.

9. Delete accepted case request workspace
Tick this if you wish to delete the Case Request Workspaces in NetDocuments when Case Requests are accepted in LEX247. 

10. Restrict access to document libraries to Clients, 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. 

Important Note on CollabSpaces:

If you have requested from NetDocuments to turn on the feature called CollabSpaces in your ND environment - please ensure that this is used only AFTER the case request has been accepted.

If CollabSpaces is present in the case request workspace before the case request is accepted, the case request workspace will remain in NetDocuments and will not be deleted.

Your IT Administrator will need to be notified to handle and move documents/folders contained in the CollabSpace in the case request workspace to the case workspace CollabSpace manually.

After that has been completed, the case request workspace must be manually deleted by your IT Administrator (if required).