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  • Product: CoCounsel

Manage Knowledge Search with the Search Admin tool

Configure and manage Knowledge Search content sources for your organization. Control which sources are available to users and restrict content.
The
Search Admin
 tool serves as a central point for administrators to manage content displayed in
Knowledge Search
 across all CoCounsel touchpoints. Administrators' decisions influence all areas where
Knowledge Search
 appears.
For more information on the tool, go to this common questions article.
Using the
Knowledge Search
 administrative controls in CoCounsel, administrators can manage the following across all CoCounsel touchpoints:
  • Determine which sources are available to users of the
    Knowledge Search
     (for example, iManage, Practical Law, Outlook).
  • Limit certain sources, such as SharePoint, to specific sites and/or folders.
  • Configure on-premises sources with additional parameters needed for connection.
Get started
  1. Sign into CoCounsel.
  2. Select
    Admin settings
    Integrations
    Knowledge Search
    .
  3. Review the settings screen, which lists all sources potentially available. For third-party sources, make sure users have an underlying subscription to the relevant content.
    • For some sources, such as OneDrive, step 4 is sufficient to configure. Users can sign in to their OneDrive and access content they have permissions for.
    • For other sources, proceed to step 6, Advanced Content Restrictions, to restrict source content further.
  4. Slide the control to turn a source on or off.
  5. Advanced content restrictions
    Follow these steps to rename a content source and to restrict content within a content source.
  6. Select the
    Add Connector
     option to add a content source and restrict its content.
    Alternatively, select the
    Customize
     option from an already turned on connector.
  7. Select the content source from the 1st dropdown.
  8. Provide a name for the connector. This name will be visible to users, so ensure it is understandable.
  9. Select
    Search across all folders
     to grant all content or select
    Search specified folders only
     to restrict content to specific sets.
  10. Sign into your DMS account if you selected
    Search specified folders only
    .
  11. Select content folders or sites, or add granted content, depending on the source.
  12. Select
    Add
    . The new custom connector will appear on the home list.
  13. On-premises content sources
  14. Select
    Setup
     for on-premises content sources.
  15. Add the parameters for the content source. The required information will vary by source.
    Once set up, users can select a source from the granted sources and sign in to begin searching.
    For support, contact CoCounsel support.
  16. Outlook connector
    Follow these steps to turn on the Outlook connector for your organization. Once available, users can search across their own Outlook emails and attachments directly within
    Knowledge Search
    .
  17. In the connector list, search for
    Outlook
    .
  18. Turn the switch to
    On
    . The Outlook connector will be available for all users in your organization.