---
title: "Database review: SharePoint (Service Account)"
description: Decide on what you want to synchronize into Lexis® Create DMS
---

[Skip to content](https://help.henchman.io/home/decide-on-what-to-synchronize-sharepoint#main-content)

English

Show submenu for translations

![LOGO LEXISNEXIS.png\]](https://help.henchman.io/hs-fs/hubfs/LOGO%20LEXISNEXIS.png?height=40&name=LOGO%20LEXISNEXIS.png)

- <https://help.henchman.io/blog>

Open main navigation

Close main navigation

- <https://help.henchman.io/blog>
- English
  
  Show submenu for translations
- [Go to henchman.io](https://www.henchman.io/)

[Go to henchman.io](https://www.henchman.io/)

 Hi! How can we help you today?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.henchman.io/home?hsLang=en)
2. [Technical Admin setup](https://help.henchman.io/home/technical-admin-setup?hsLang=en)
3. [SharePoint Cloud (Service Account)](https://help.henchman.io/home/technical-admin-setup?hsLang=en#sharepoint-cloud-service-account)

# Database review: SharePoint (Service Account)

## 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](https://docs.microsoft.com/en-us/sharepoint/modern-experience-sharing-permissions).

### 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](https://help.henchman.io/home/integrating-sharepoint-online-cloud?hsLang=en) or the [On-Prem integration guide](https://help.henchman.io/home/sharepoint-on-prem-integration-guide?hsLang=en) to follow the next steps of the integration.

- [Technical Admin setup](https://help.henchman.io/home/technical-admin-setup?hsLang=en#main-content)
  
  
  
  
  
    - [SharePoint Cloud (Service Account)](https://help.henchman.io/home/technical-admin-setup?hsLang=en#sharepoint-cloud-service-account)
    - [SharePoint Cloud (Service Principal)](https://help.henchman.io/home/technical-admin-setup?hsLang=en#sharepoint-cloud-service-principal)
    - [iManage Cloud](https://help.henchman.io/home/technical-admin-setup?hsLang=en#imanage-cloud)
    - [iManage On-Prem or iManage Work](https://help.henchman.io/home/technical-admin-setup?hsLang=en#imanage-on-prem-or-imanage-work)
    - [Microsoft OneDrive](https://help.henchman.io/home/technical-admin-setup?hsLang=en#microsoft-onedrive)
    - [GoogleDrive](https://help.henchman.io/home/technical-admin-setup?hsLang=en#googledrive)
    - [SharePoint On-Prem](https://help.henchman.io/home/technical-admin-setup?hsLang=en#sharepoint-on-prem)
    - [Opentext eDocs](https://help.henchman.io/home/technical-admin-setup?hsLang=en#opentext-edocs)
    - [NetDocuments](https://help.henchman.io/home/technical-admin-setup?hsLang=en#netdocuments)
    - [Data Transfer](https://help.henchman.io/home/technical-admin-setup?hsLang=en#data-transfer)
    - [Deploying the Add-on](https://help.henchman.io/home/technical-admin-setup?hsLang=en#deploying-the-add-on)
- [Company administration](https://help.henchman.io/home/company-administration?hsLang=en#main-content)
  
  
  
  
  
    - [Customizations](https://help.henchman.io/home/company-administration?hsLang=en#customizations)
    - [User management](https://help.henchman.io/home/company-administration?hsLang=en#user-management)
- [Start using Lexis® Create DMS](https://help.henchman.io/home/start-using-lexis-create-dms?hsLang=en)
- [Tips & Tricks](https://help.henchman.io/home/tips-tricks?hsLang=en)
- [FAQ](https://help.henchman.io/home/faq?hsLang=en)

- <https://help.henchman.io/blog>

[![Chill listening crop-3](https://help.henchman.io/hs-fs/hubfs/HM-PNG---High-logo-word-dark-2.png?width=85&height=24&name=HM-PNG---High-logo-word-dark-2.png "Chill listening crop-3")](http://Henchman.io)

Copyright © 2026, Lexis Create+,formerly Henchman