DMS integration

Upload files from a DMS

Upload files to CoCounsel from your document management system (DMS) to a matter:
  1. Upload files from your DMS in 3 different ways:
    • Create a new or open an existing chat with the AI Assistant.
    • Create a new or select an existing matter.
    • Create a new or select an existing database.
  2. Select
    Upload from external DMS
     then select a connector.
    note
    If there are no connections set up, you may get the following message: 
    
No connectors have been set up yet. Please contact CoCounsel administrator.
    1. If it's your first time using a connector, you'll need to
      Authorize
       the connector.
    2. After selecting
      Authorize
      , you'll need to sign in for the product you're connecting to CoCounsel.
    3. After signing in, close the pop-up window.
  3. Find the files in your third-party DMS and upload them.
    1. The application uploads the files in the background.
    2. Once uploaded, you can search for them if you uploaded them to a database or use them when getting CoCounsel Assistance if you uploaded them to a matter.
    3. You can also review your uploads from the upload screen by selecting
      View upload history
      .
File upload limitations
Category
Details
File types:
.pdf, .doc, .docx, .eml, .htm, .html, .msg, .rtf, .wpd, .txt
File size:
500 MB - each individual file may not exceed 500 MB
Files amount:
200 files

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Legal professionals

Related Content