AdvoLogix Help

NetDocuments Integration⚡

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AdvoLogix provides seamless NetDocuments integration. The integration allows your organization to:

  • View NetDocuments content 'in context' with your Matters.
  • Create the NetDocuments Matter Workspace directly from your AdvoLogix Matter.
  • Open a full page view of your Matter's NetDocuments workspace.

Please note, an existing NetDocuments account is required.

The following information applies to setting up the NetDocuments integration in lightning. For set up in classic, please review this article.

Prerequisites

Establishing the Application Data Relationships:

The first step is to establish the data mapping relationship between AdvoLogix and NetDocuments. This is accomplished using four matter formula fields. These fields allow you to control (for instance) which AdvoLogix field should be used as the primary NetDocuments Matter Key and which field will be used as the NetDocuments Matter Name.

For example, the typical NetDocuments workspace has a Client/Matter hierarchy. AdvoLogix uses the following fields to establish the data matching relationships:

Formula Fields:

  • ND_Client
    default formula: advpm__Primary_Account__r.AccountNumber

  • ND_Client_Desc
    default formula: advpm__Primary_Account__r.Name

  • ND_Matter
    default formula: advpm__Matter_Number__c

  • ND_Matter_Desc
    default formula: Name

To customize your formulas to use a different field mapping simply edit any (or all) of the formula fields to accommodate the desired result.

1. Create the NetDocuments Visualforce Page

  1. Navigate to Salesforce Setup.
  2. Type Visualforce Pages into the Quick Find box.
  3. Select the New button.
  4. Check the box for Available for Lightning Experience, Lightning Communities, and the mobile app.
  5. Now copy and paste the following code in the Visualforce Page Editor:

<apex:page standardController="advpm__Matter__c" title="Documents associated with a Matter"> <apex:iframe scrolling="true" title="Related Documents"   src="https://vault.netvoyage.com/neWeb2/searchEntry.aspx?sfSession={!$Api.Session_ID}&sfUrl={!$Api.Partner_Server_URL_560}&criteria=%3D1001(%20{!URLENCODE(advpm__Matter__c.ND_Client__c)}%20)%3D1002(%20{!URLENCODE(advpm__Matter__c.ND_Matter__c)}%20)&smallDisplay=Y&goSingle=folder"/> </apex:page>

The illustration shown above exhibits the calling convention to View your NetDocuments content for the underlying Matter. NetDocuments provides many options for this calling parameter. This example uses the fields highlighted in the prerequisites section.

Creating Workspaces in NetDocuments:

Depending on your implementation use case, you will likely want to provide your users the ability to create a new NetDocuments Workspace for a matter. To facilitate this capability, AdvoLogix has provided a feature button that can be added to the matter page layout. This button is labeled Add to NetDocs.

When the button is invoked (by your users) a NetDocuments workspace will be created for the underlying matter. If the workspace already exists, then the request will be ignored.

  1. Navigate to Salesforce Setup | Object Manager.
  2. Type Matter into the Quick Find box and click open Matter object detail.
  3. Select Buttons, Links, and Actions from the sidebar navigation.
  4. Click on the New Button or Link button.

        5. Select the Display Type as Detail Page button.
        6. Select Behavior as Display in new window.
        7. Select Content Source as URL.
        8. Now copy and paste the following URL code in the Editor:

https://vault.netvoyage.com/neWeb2/sf/lookupImp.aspx?sfUrl={!$Api.Partner_Server_URL_560}&sfSession={!$Api.Session_ID}&parentkey={!advpm__Matter__c.ND_Client__c}&parentName={!advpm__Matter__c.ND_Client_Desc__c}&key={!advpm__Matter__c.ND_Matter__c}&name={!advpm__Matter__c.ND_Matter_Desc__c}&ID={!advpm__Matter__c.Id}

3. Add a 'Open NetDocs' Button

Opening NetDocuments in Full Page Mode:

In addition to the Add to NetDocs button, the integration also includes a button that will display the NetDocuments view in "full page" mode. This button is labeled as Open NetDocs and allows the user interface to focus more strictly on the NetDocuments content. 

  1. Navigate to Salesforce Setup | Object Manager.
  2. Type Matter into the Quick Find box and click open Matter object detail.
  3. Select Buttons, Links, and Actions from sidebar navigation.
  4. Click button labelled as New Button or Link.

        5. Select Display Type as Detail Page Button.
        6. Select Behavior as Display in new window.
        7. Select Content Source as URL.
        8. Now copy and paste the following URL code in the Editor:

https://vault.netvoyage.com/neWeb2/goID.aspx?sfSession={!$Api.Session_ID}&sfUrl={!$Api.Partner_Server_URL_560}&wsParent={!advpm__Matter__c.ND_Client__c}&ws={!advpm__Matter__c.ND_Matter__c}

For more information on NetDocuments, please visit NetDocuments Support.

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