DMS integration

Connect DMS Connectors to CoCounsel

CoCounsel is compatible with these DMS Connectors:
  • iManage On-Prem
  • iManage Cloud
  • HighQ
  • NetDocuments
  • SharePoint
You can set up the DMS Connector with your DMS Service.
  1. On the left pane, select
    Admin settings
    Integrations
    .
  2. Go to the center pane and select
    New Integration
    .
  3. Follow these steps to integrate the DMS Connector.
    note
    The Syncly redirect URL or the host name that needs to be used for setting the DMS connector is highlighted in yellow.
  4. After the connector is set up, we recommend that administrators authorize connections once to ensure everything is functioning correctly. To do this, right-click on the integration and select
    Authorize
    .
    A successful authorization confirms that the DMS connector is set up properly.
  5. The users will see the DMC connectors set up by the administrator when using the upload
    Files from external DMS
    .
    The users should authorize the connection once to be able to upload documents.
note
  • Only users with CoCounsel Application admin role will be able to set up DMS integrations in CoCounsel.
  • Your firm administrator can assign CoCounsel Application Admin role via Self Service Portal or MyAccount.
  • Alternatively, you can contact customer service at 1-800-554-8909 to obtain CoCounsel Application Admin access.
For additional help or support with setting up connections, please reach out to cocounselsupport@thomsonreuters.com.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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