SharePoint Authentication
App-Only Authentication
SharePoint authenticates with sites in two ways. The first is App-Only Authentication. This is a global set of credentials that allows LegalServer to display a list of files for the case without the end user logging in. This is used to create case folders, the Drag and Drop features on to the SharePoint Documents block to upload files, and the store emails in SharePoint feature if that is enabled. When this is used, the individual user's data is not included as the file creator.
User Authentication
Individual user authentication is used for other methods of uploading documents to SharePoint. This includes Document Templates, Adding a Document with Case Notes, the Static Add Document form, or the Search for Documents feature. In any of these instances, you will see a "Login to SharePoint" link first. Once you click that and then sign in if necessary, the end user will have a User Authentication token to use any of these features. Documents uploaded via these methods will show as though uploaded by the specific user. User authentication depends on that user's access to the relevant SharePoint Site and Library. If they don't have permissions to create a file in that library, it will generate an error.
SharePoint Permissions
| Feature | Authentication used with Standard Settings | Authentication used with User Authentication | Authentication used with App Authentication |
|---|---|---|---|
| SharePoint Documents Block | App | User | App |
| Drag and Drop | App | User | App |
| Search | User | User | User |
| Document Template | User | User | App |
| Add Document | User | User | App |
| Add Document Static Form | User | User | App |
| Add Document with Case Note | User | User | App |
| Add Immigration Document | User | User | App |
| Add LSC Compliance Document | User | User | App |
| Store Email in SharePoint | App | App | App |
| Guided Navigation: Generate a Document | App | App | App |
| Create SharePoint Folder | App | App | App |
Permissions within SharePoint are managed within SharePoint. Access to opening files from SharePoint will depend on SharePoint permissions. LegalServer does not set any special permissions or access beyond what is inherited by the case folder. LegalServer does not administer anyone's SharePoint sites and libraries.
If you want to enforce any custom access rules in SharePoint, you will need to consult with a SharePoint expert if you want to leverage information from LegalServer APIs into any business processes or rules. The other option is to set different rules based on the Library and create folders in different libraries.