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Integrations

Set up integration with Sharepoint

Configure SharePoint to integrate with Legal Tracker to provide additional external storage for Matter Documents. Upload Legal Tracker documents to SharePoint, and download documents from SharePoint to a specific matter.
note
Your Tracker Coordinator should give these instructions to the person who manages SharePoint Online or Office 365 in your organization, typically a SharePoint Global Admin in the IT department.
Before you begin, you'll need the following:
  • A Microsoft 365 account. See the Microsoft account sign-in page for help.
  • An Office 365 developer subscription. See Microsoft Developer Program for help. You will need your login name and password from your developer subscription to log in to the Microsoft Azure portal.
  • A registration to the Azure portal and a link from the Office 365 SharePoint instance to your Tracker registration. Legal Tracker must have permission to SharePoint.
  • A SharePoint client ID
  • A SharePoint secret Key. Tracker will use this secret key to prove its identity when requesting a token.
  • Delegated permissions must be set up on Azure Active Directory.
Enable delegated permissions
: You must create a multi-tenant app registration in Azure Active Directory. This app registration interacts with SharePoint resources on behalf of the signed-in user. Tenant admin consent is not required for these permissions. Each Tracker company user can consent to these permissions. The Microsoft authentication center asks for consent only once during the first login and retains the settings for subsequent users.
note
SharePoint administrators grant user permissions to the specific sites/collections on the Share Point side.
Set up the following delegated permissions:
  • Microsoft Graph:
    User.Read
  • SharePoint:
    AllSites.Write
In the example in this illustration, the app registration is LES-TRK-P-Sharepoint-New.
Follow these steps to configure Legal Tracker to use Office 365 SharePoint Online:
  1. Select
    Settings
    .
  2. In the
    Features Setup
     section, select
    Document Management
    .
  3. Mark the checkbox next to
    Enable SharePoint Online Integration
    .
  4. In the
    Add your SharePoint site
     domain list field, enter your SharePoint site address without the https:// prefix and select Add
  5. When prompted, enter your SharePoint client ID and SharePoint secret key.
  6. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Integration
  • Audiences: Company