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This article applies to:

  • Product: HighQ,Legal Tracker
  • Subject: Integration

Configuring the Legal Tracker template

The target audience of this document is matter managers who can manage templates.
Once the iSheet has been configured, you'll need to configure the template.
In your site, select
Manage templates
 from the
Site
 dropdown list.
On the
Manage templates
 screen, select the
Tracker integrated matter intake (TMI)
 template to view it.
note
Within this template, the iSheet that was configured is already linked. This means that any changes committed there are reflected here.
Once you have selected the template, select
Admin
.
On the
Admin
 screen, you can configure your template. Below is an example that shows how to set up permissions for your users, groups, columns, etc.

Use case example

For this example, on the
Users
 screen, we've created 3 users:
  • Approver user.
  • Requester 1 User.
  • Requester 2 User.
On the
Groups
 screen, we've added 2 new groups:
  • An
    Approvers/Reviewers
     group. The Description for this group is: 'Group for legal department users who are approvers/reviewers'. The
    Type
     coloum for this group shows it's a Site Group the
    No. of Users
     column shows it has a membership of 1 user (our Approver user).
  • A
    Legal Department (All)
     group. The Description for this group is: 'Group for legal department users'. The
    Type
     coloum for this group shows it's a Site Group the
    No. of Users
     column shows it has a membership of 2 users (Requester 1 and Requester 2).
We've added another new group called
Legal Department (All)
.
On the
Edit iSheet permissions
 screen for
Matter intake
, we've used the checkboxes to assign the following permissions to our new groups:
  • Approvers/Reviewers
    :
    • View:
      Own
      ,
      This group
      ,
      All
      .
    • Edit:
      Own
      ,
      This group
      ,
      All.
  • Legal Department (All)
    :
    • View:
      Own
      .
    • Edit:
      Own
      .
The means that members of the
Legal Department (All)
 group can only view and edit their own records, whereas members of the
Approvers/Reviewers
 group, can view and edit all records.
If needed, you can manage which groups have access to particular columns:
  1. Go to
    Admin
    ,
    Module settings
    , then
    iSheets
    .
  2. Select
    More actions
    , then
    Manage columns
    .
On the
Manage columns
 screen, go to the column where you want to add permissions. Select
More actions
, then
Edit permissions
.
On the
Edit column permissions
 screen, use the Permissions checkboxes to alter the groups' permissions for this column, then select
Save
.
Your permissions are saved and the template is configured.
You now need to configure the workflow. Refer to the
Configuring the Legal Tracker workflow
 article for more information on how to configure the workflow.
note
The HighQ Site for legal intake should be configured using the TIMI template. Once the site is created using the TIMI template as the starting point, the workflow action must be configured which sends the Intake request from HighQ to Tracker.
Navigate to
Site Admin
 >
Rule Builder
 under the
Workflow
 menu in the left-hand navigation.
Select the
Legal Tracker workflow
 and use the 'More actions' menu to edit the workflow and add a new rule.