Configure an external storage system for legal requests and legal matters

1. Select New.
2. On the Integration Type page, select the External Storage link.

Filter conditions to determine saving documents for a specific request category.For example, say you've already configured the Box external storage integration and want only NDA contract documents to be stored there, you can define the condition as [Category] [is] [NDA].

Then, select the external storage name in the App field.

Filepath to store documents attached to a legal request or legal matter in the external storage system.Define a folder structure using a combination of static text and dynamically generated text from the selected field variables in the Select variables list.

For example, in the folder structure Legal/${company}/Contracts/${number},

• Legal and Contracts are static texts
• ${company} and ${number} are the field variables chosen from the Select variables list.

These field variables are dynamically replaced by the values in each field while saving a document in the external storage.

Additional configuration items based on your Microsoft SharePoint and iManage configuration. Add the following details:Microsoft SharePoint

• Tenant: Add the sys_id of the Microsoft SharePoint tenant record.
• Site_Name: Add the name of the site in the tenant.
• Document Library: Add the document library set up in the site where all documents related to legal requests and legal matters are stored. For more information on managing Microsoft SharePoint tenants, sites, and document libraries, see the Microsoft documentation.

These fields appear only when SharePoint is selected from the App field.

iManage

• Library: When a value is specified, the application uploads documents using the designated library. This can also include the creation or using the Workspaces, folders, and so on. This attribute is optional, so if the library is not provided, the preferred library of the iManage service account user is used.
• Workspace_type: Captures the type of Workspace to support the various use cases. For example:
• Shared: Use an existing Workspace to upload documents.
• Independent: Create a separate Workspace for every request and matter. This helps in effectively organising and tracking the documents. Independent Workspace may or may not use a template.
• Template_ID: Unique identifier of the template from iManage. The application uses the identifier to create iManage objects such as Workspaces, folders, and subfolders using the template configurations while uploading the documents. This attribute is used when the Workspace_type is Independent. You can use templates to maintain consistent names and folder structure for Workspaces created in iManage.
• Folder_path: Used to identify the folders or subfolders, in which the document is uploaded. This attribute is used when the Workspace_type is Independent.
• Shared_workspace_ID: Unique identifier of the Shared Workspace. This is used to identify the Workspace to upload the documents when Workspace type is Shared. For more information on iManage, see iManage documentation.

Note: iManage login credentials are required to access the documentation.