Integrating NetDocuments with Legatics facilitates seamless document management by allowing direct access to your NetDocuments repository from within the Legatics platform. This integration enhances efficiency and maintains security protocols. This guide provides a step-by-step approach to setting up and configuring the NetDocuments integration.
Tip: To understand how the integration works for users, read this article
Overview
Using NetDocuments’s REST API, a direct connection is created from Legatics to your NetDocuments repository.
Note: If you have multiple repositories (in different NetDocuments services), you'll need to connect to each service separately.
Connecting NetDocuments to Legatics
In the Admin System, go to Integrations > NetDocuments
Click on the service where your repository is stored
Press the toggle in the top right of the page
Your repository is now connected
Caution: Before you do this, you may want to make configurations (see below)
Configuring a NetDocuments repository
Restricting access to specific Members
You can restrict what Members can use each NetDocuments repository. To do this:
Click on the NetDocuments repository you want to edit
Toggle Restrict to specific members
Search for the Members you want to restrict the repository to (you can search by user name or email) and press on the Member.
Repeat this for any additional Members
Press Save to apply your changes
Caution: We only recommend using this feature when you're testing that the integration is working as expected
Enabling the repository
Once you're happy with how the repository is set up, you need to make it available to users. To do this press the toggle at the top right of the repository page. This will make the repository visible to your users.
Disabling the repository
To disable a repository, find the repository you want to disable and press the disable toggle in the top right of the repository screen.
When you disable a repository, users won't be able to push/pull documents from it. But the links to documents in NetDocuments are retained. So if you re-enable the integration, the user will see those links again.