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      NetDocuments integration GUIDE

      Step by step guide to integrate NetDocuments with Lexis® Create DMS

      Important: Please ensure that your DMS API endpoint is accessible on port 443, port 8443, or port 9443.

      1. Activate a service account 
      2. Database review: Decide on what to synchronize 
      3. Connect via Lexis® Create DMS Portal 
      4. Deploy Word/Outlook Add-In 

      By following the above steps your NetDocuments will be integrated with Lexis® Create DMS.

      If you experience issues/problems, reach out to your Solution Engineer.

      If you want to learn more about our SSO setup, read this article.