Decide on what you want to synchronize into Lexis® Create DMS
Select OneDrive folders
We need to connect the OneDrive folder of one "user". This could be a Service User or a real person within the organization. It's very important that the files we need to sync are in that specific user folder. We can't read the files in folders which are just shared with that user.
Integration Settings
Integration settings allow you to include or exclude certain folders or documents because they are confidential or redundant. Think about HR contracts, management folder, invoices, etc.
Want to include or exclude certain documents? Contact your customer success manager and share below information:
- Discuss internally which folders you want to include or exclude
- Provide us with a list of the name and level (e.g. folder) of the documents you want to exclude/include. Make sure to avoid typos!
- Add a screenshot from your OneDrive
Here’s an example
|
Include or exclude |
DMS Level |
Exact name or contains |
|
Include |
OneDrive folder |
Exact: “Documents” |
|
Exclude |
File name |
Contains “invoice” |
💡 Tip: some questions that can help you define what to include or exclude:
- Are there folders that do not contain contracts and whose relevance to Lexis® Create DMS is zero/low?
- Which folders are typically used to store contracts?
- From what year are the contracts relevant enough to include in Lexis® Create DMS?
Go back to the integration guide to follow the next steps of the integration.