The UniCourt integration global settings are available under the Integrations heading within AdvoLogix Setup. These settings allow organizations to establish their UniCourt identity and customize global settings when saving or interacting with a UniCourt Case.
The UniCourt Global Settings are only available to System Administrators.
OPEN BETA
The AdvoLogix integration for UniCourt is currently in an open beta phase. The beta phase serves one primary purpose: to test performance and identify issues. During this phase, we encourage users to send any issues, suggestions, or ideas regarding the UniCourt integration to [email protected].
1. UniCourt Account
- Client ID: This value can be retrieved directly from your UniCourt Account. When establishing your account with UniCourt, please make sure they know your organization is integrating with AdvoLogix. (A UniCourt Account's API Key can be retrieved following these instructions.)
- Secret: This value can be retrieved directly from your UniCourt Account. When establishing your account with UniCourt, please make sure they know your organization is integrating with AdvoLogix. (A UniCourt Account's API Key can be retrieved following these instructions.)
- Token: This value can be generated using the Generate New Token button.
- Test Connection: To validate your API connectivity with UniCourt, click the Test Connection button.
2. Other Options
- Auto Download Documents: When enabled, the case documents are downloaded automatically and saved into Files whenever a document is ordered in UniCourt.
- Post Updates to Chatter: Select a chatter group, and any available updates, such as scheduled search results from UniCourt, will be posted on a regular basis.
Auto Download Documents works based on a background service that checks for updates for ordered documents every 10 minutes.