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Matters

Creating and working with SharePoint documents

SharePoint Online is a web-based application from Microsoft that is used for collaboration and information exchange. Company users can upload files from SharePoint Online directly to matters in Tracker, and move matter documents from Tracker to SharePoint Online. It is not necessary for companies to provide firm user access to SharePoint Online to use this feature.
note
SharePoint Online integration must be enabled and set up for your company.
When integration with SharePoint Online is enabled you can:
  • Import a document copy or document link into Tracker from SharePoint Online. Your company's SharePoint Online taxonomy or workflows are not affected.
  • Move Tracker-managed documents to SharePoint Online. Moved documents become SharePoint Online links in Tracker.
  • Decide where documents are stored and how they are shared.
  • Share Tracker-managed matter document copies with outside counsel.
  • Share documents with internal users through direct Tracker links.
Legal tracker integration with SharePoint Online is compatible with the Azure Active Directory integration, but not required

Adding a Document from SharePoint Online to Tracker

  1. Select
    Matters > Matter list
     in the left navigation.
    Select the hyperlinked name of the matter you want to work with.
  2. Select the
    Documents
     tab.
  3. On the document list toolbar, select
    Add
    .
  4. From the list of options, select
    From SharePoint
    .
  5. Select a file from your SharePoint Online location.
  6. Enter the required details on the Add/Edit Details popup.
  7. Select
    Save to Tracker
    .

Move a Tracker Document to SharePoint Online

  1. Select
    Matters > Matter list
     in the left navigation.
  2. Select the hyperlinked name of the matter you want to work with.
  3. Select the
    Documents
     tab.
  4. Right-click a document in the list and select
    Move to SharePoint
    .
  5. Follow the prompts to select a file location and add details.
  6. If your company supports versions of SharePoint documents, check the
    Version
     box in the
    Add/Edit Details
     step.
  7. Click
    Move to SharePoint Online
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Integration,Documents,Matter
  • Audiences: Company