Connect DMS Connectors to CoCounsel

HighQ connector

Follow these steps to connect HighQ and CoCounsel.

Add the application in HighQ

  1. Sign in using a System administrator account.
  2. Go to
    System admin
     under your profile.
  3. On the navigation bar, find and select
    API application registration
    .
  4. Your screen will refresh. Select
    Add application
    .
  5. Edit the following fields. Leave the rest as their defaults.
    1. Application name:
       CoCounsel
    2. Display name:
       CoCounsel
    3. Application Description:
       Enter information to help other system administrators understand why you're integrating CoCounsel with HighQ via Syncly.
    4. Redirect URL:
       Enter the redirect URL.
      note
      To find the redirect URL, go to
      CoCounsel Application
      Admin settings
      Integration page
      Get your redirect URL and view setup info
      .
  6. Select
    Save
    .
  7. You will be redirected to the list of API applications. Make a note of the details for the new application you set up.
    1. Client ID
    2. Secret Key

Add the HighQ connector

  1. Be sure you are signed in to the application as an administrator.
  2. Go to
    Admin Settings
    Integrations
    .
  3. Select
    New connection
    .
  4. Select HighQ as your
    Connector
    .
  5. Fill in the following fields:
    • Name:
       Enter a name to identify the instance, such as HighQ Sandbox.
    • Client Id:
       This is a generated 3-digit number that HighQ will automatically assign to the App set up in Step 1. You can go back to HighQ if you didn't make note of this in the previous step.
    • Secret Key:
       Copy the value generated in the previous step.
    • Scope:
       Enter
      Admin
      .
    • Refresh Token:
       Leave as the default.
    • Server Address:
       Enter the URL for your instance of HighQ.
      note
      Make sure to include the your instance name after the .com. For example,
      https://xyz.highq.com/{instancename}
       - with the
      /{instancename}
       being custom to your URL.
  6. Select
    Add connector
    . The connector is added with an active state.
    When you add the connector, it's available for all other people to view in their list of external Document Management System (DMS) connections. Every individual runs through the authorization process the 1st time they sign in.
    note
    We recommend administrators authorizing as soon as you add the connector. This way, you can test the connection before other people begin using it.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

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