Step by step guide to integrate SharePoint Cloud with Lexis® Create DMS
Note: In cases where an out-of-the-box integration with your Document Management System (DMS) is not available, you can transfer your data (precedents, templates etc.) to SharePoint Cloud. Overview of some important criteria to consider.
Important: Please ensure that your DMS API endpoint is accessible on port 443, port 8443, or port 9443.
- Activate a service account
- Database review: Decide on what to synchronize
- Connect via Lexis® Create DMS Portal
- Deploy Word/Outlook Add-In
By following the above steps your SharePoint Cloud will be integrated with Lexis® Create DMS.
If you experience issues/problems, please first have a look at this article (Common issues), otherwise reach out to your Solution Engineer.
If you want to learn more about our SSO setup, read this article.