The following outline provides an overview for getting started with the AdvoLogix CT SOP integration. Appropriate coordination with your product account teams is an important step in the planning process.
To install the CT SOP Add-on, the Matter Management package must be on a version no older than Fall 2018 (v1.80.22).
1. Planning and Provisioning
Before getting started make sure to contact both your CT and AdvoLogix account executives. Let them know your organization is interested in implementing the AdvoLogix integration for CT SOP.
1.1. Evaluate the Integration Capabilities
Take a look at a few of our key chapters covering the AdvoLogix CT SOP integration. These articles provide a range of detail from introduction to day to day user experience capabilities.
1.2. Coordinate Access to the CT SOP Enterprise Connector
AdvoLogix integrates with via the CT SOP Enterprise Connector. This connector and your CT account configuration allow the AdvoLogix integration to download your organization's SOP activity. The integration requires credentialing provided to your organization by CT Corporation.
Please contact your CT account executive for more information regarding the provisioning of this service. Implementation of the integration cannot begin until the CT SOP Enterprise Connector credentialing has been established.
2. Install and Configure the Integration
Ensure your CT SOP Enterprise Connector credentials have been obtained prior to installing the integration. Those credentials will be needed during the setup process that follows.
2.1. Install the Integration Package
The integration is available from AdvoLogix as an add-on managed packaged. The current link for the add-on installation is available from AdvoLogix technical support.
2.2. Assign the Permission Set
The integration includes a pre-configured CT SOP User permission set that can be assigned to relevant users who needs access to the application components.
2.3. Configure Setup Options
Global options should be configured after the successful installation of the integration package. Please see this article for details regarding the integration setup options.
2.4. Setup Field Mapping
Field mapping templates enable the integration to quickly create new matters based on information from an SOP Log. Record type templates allow the default field mapping to be overridden and extended for each matter record type. See this article for more information on field mapping.
2.5. Add the SOP Log Related List to the Matter
Optionally consider adding the SOP Log related list to the matter's page layout. The related list allows users to quickly access SOP Logs related to the underlying matter.
3. Business Process Automation
Implement your organization's desired business process automations. Most organizations will opt to make business process user assignments and notifications with Process Builder.