Decide on what you want to synchronize into Lexis® Create DMS
Set SharePoint Permissions
Determine whether you have any confidential or unnecessary files that you do not want to synchronize with Lexis® Create DMS (e.g. HR folder, invoices, manuals, etc.).
- If a site is set to public, the service account that was just created will always have access to it and therefore its clauses and definitions will be included in Lexis® Create DMS.
- If a site is set to private, the service account will not have access unless you add the service account as a member or owner of this specific site.
For more information on how to set permissions in Sharepoint please consult the following article from the Microsoft Helpdesk.
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/sites/drives you want to include or exclude
- Provide us with a list of the name and level (e.g. folder, drive, site) of the documents you want to exclude/include. Make sure to avoid typos!
- Add a screenshot from your SharePoint
Here’s an example
|
Include or exclude |
DMS Level |
Exact name or contains |
|
Include |
SharePoint Site |
Exact: “Client” |
|
Include |
Sharepoint Drive |
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 Cloud integration guide or the On-Prem integration guide to follow the next steps of the integration.