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Litify connector
Follow these steps to connect Litify and CoCounsel.
Prerequisites
- Active Litify account
- Docrio integration is turned on with an API key
- Minimum Salesforce API version: v59.0
- System administrator account in Litify
Add the application in the Litify control center
important
Make sure you're signed in to your Litify Salesforce instance as a system administrator.
- Open theSetupmenu, search forApp Manager, and selectNew External Client App.
- Complete the following fields:
- External Client App Name:Enter any name (for example, CoCounsel).
- API Name:Auto-generated.
- Contact Email:Enter your contact email address.
- Configure OAuth settings underAPI (Enable OAuth Settings):
- Turn onOAuth Settings.
- Enter the followingCallback URL: https://authrelay.syncly.io
- Add the following OAuth scopes:
- Manage user data via API (api)
- Perform requests at any time (refresh_token, offline_access)
- UnderFlow Enablement, addEnable Client Credential Flow.
- Configure security settings:
- Require secret for Web Server Flow
- Require secret for Refresh Token Flow
- Refresh Token Rotation
- SelectSaveto create your external app.
- Retrieve the client credentials:
- Search forExternal Client App ManagerinSetup.
- Select theExternal client appyou created.
- Open theSettingstab and expandOAuth.
- SelectConsumer Key and Secret.
- Copy both values. You'll use them in the following steps.
Add the Litify connector in CoCounsel
important
Make sure you're signed in to the CoCounsel application as an administrator.
- Go to.Admin settingsIntegrationsDMS integrations via Syncly
- SelectNew Integration.
- SelectLitifyas yourConnector.
- Fill in the following fields:
- Name:Enter a name to identify the connector, such as Litify.
- Consumer ID:Enter the Consumer Key from the previous step.
- Secret Key:Enter the Consumer Secret from the previous step.
- Server Address:Enter your Litify instance URL (for example, https://litify1.lightning.force.com/).
- Docrio API Key:Enter the key provided during installation. You can request a key at Litify Central.
- Leave all other fields as their defaults.
- SelectAdd connector. The connector is added with an active state.
When you add the connector, it becomes available for all users to view in their list of external Document Management System (DMS) connections. Each user goes through the authorization process the 1st time they sign in.
note
We recommend that administrators authorize 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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Connect DMS Connectors to CoCounsel
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