Configuration Settings
As described in ShareDo Document Management Integration, each Document Management System (DMS) will have several document repositories defined.
The information below describes the settings for a matter documents repository and demonstrates the settings that can be provided when configuring this to operate against an iManage location.
| Key | Example Value | Usage / Comments |
|---|---|---|
repository.matter-documents |
Matter documents |
This is the display name for the repository, which will be seen in Modeller when selecting this repository to be configured against a work item. |
repository.matter-documents.context.graph |
workitem |
This tells the repository to load the work item Data Composer graph for the work item that is provided in context. |
repository.matter-documents.type |
imanage |
Declares the underlying DMS as being iManage. |
repository.matter-documents.serviceSystemName |
imanage |
Refers to the linked service that should be used to communicate to the DMS. Defaults to iManage. If the system name for the linked service is not iManage, then the linked service's system name should be provided. |
repository.matter-documents.database |
ACTIVE |
The identifier of the iManage repository. Usually found in the address bar of the workspace:
|
repository.matter-documents.type.workspaces.resolver |
search |
Options are
|
repository.matter-documents.type.workspaces.resolver.config |
custom1=[workitem.roles.client.ods.reference], custom2=[workitem.reference] |
Will look up the workspace by performing a search on matches for workspaces where These can be configured as any custom property and value ShareDo holds, including any calculated field. |
repository.matter-documents.rootPath |
Documents |
Specifies the base folder in the workspace where the documents will be stored. This example will create a folder for the work items reference field value and store all documents in this folder. |
repository.matter-documents.type.features |
CreateFolders,Upload,OpenNatively,DownloadCopy,OpenRepositoryNatively,Preview,DeleteFiles,DeleteFolders,FilingEnabled,RenameFiles,ChangeFileTitles |
Document repositories have many features. These features describe what a user can do with a repository. This can be further restricted via ShareDo permissions and their permissions in the DMS, but it should never be expanded beyond this list. i.e. if you don't have |
repository.matter-documents.type.idRegex |
^([a-zA-z\d\.]+\!\d+([\d\.]*\d+)?)|(!.+:+?)$ |
A regex expression that is usually this value. Tells ShareDo how to identify if the identifier being passed to it is an iManage documentId. |
Note on New Repository
If you are configuring this as a new repository, there is one additional key.
| Key | Example Value | Usage / Comments |
|---|---|---|
| repositories | templates,instructions,matter-documents,inboundEmailStaging,printToPostRoom,scanning-repo,documentPackAttachments,documentPackEnclosures, |
A list of all the document repository system names. This needs to be complete, and reference all configured repositories. |