Connect DMS Connectors to CoCounsel

SharePoint connector

Follow these steps to connect SharePoint and CoCounsel.

Set up the connector in SharePoint

  1. Go to the
    Microsoft Entra Admin Center
    .
  2. Enter the redirect URL.
    note
    To find the redirect URL, go to
    CoCounsel Application
    ,
    Admin settings
    ,
    Integration page
     under
    How to set up your integrations
    .
  3. Copy the
    Value
    .
  4. Set the following application permissions and select
    Grant admin consent
    .
    note
    These are delegated permissions and require a user token.
    1. Microsoft Graphs
      • Sites.Read.All
      • User.Read
    2. SharePoint
      • AllSites.Read

Add the SharePoint connector

  1. Be sure you sign in to the application as an administrator.
  2. Go to
    Admin settings
    Integrations
    .
  3. Select
    New connection
    .
  4. Select SharePoint as your
    Connector
    .
  5. Fill in the following fields:
    • Name:
       Enter a name to identify the instance, such as SharePoint Online.
    • Client Id:
       This is a randomly generated string by SharePoint, listed in the application's record from step 1.
    • Secret Key:
       Copy and paste the random string from the previous step.
    • Refresh Token:
       Leave as the default.
    • Tennant ID:
       Enter the unique Syncly string of characters from step 1.
  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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