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SharePoint Online (Cloud) integration GUIDE

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.

  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 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.