SharePoint Configuration Options

SharePoint Configuration Options

LegalServer Config Flags

There are multiple config flags that are typically enabled in a new setup of this integration. These can be turned on or off individually by LegalServer Support. 

• Store in SharePoint - This turns on the save documents to SharePoint feature. Without this flag you can still see documents, create case folders, and drag and drop, but LegalServer doesn't automatically save generated documents or replace internal storage destinations with SharePoint. 
• Store Emails in SharePoint - This will automatically save emails sent to the case to SharePoint only if there is an existing SharePoint case folder. The email and the attachments will all save to a subfolder in SharePoint. 

The Beta Features mentioned below are also configuration flags that can be set. 

There is an additional config flag that can be enabled if needed:

• SharePoint Permissions - This gives the site admin a configuration option under SharePoint Settings to pick either User Authentication or App Authentication. 

Beta Features

There are three features regarding the SharePoint Integration that are currently in Beta. These features can be enabled upon request. They are not in active development, so discovered bugs are not likely to be addressed immediately.

• Collapsible folders in the listview. 
• Moving files within the existing folders. Note that you cannot drag and drop an existing folder, just files.
• Identifying the SharePoint Folder using a Tracer File instead of the folder name.