AdvoLogix NetDocuments Integration (now known as the NetDocuments Legacy Add-on), 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.
For more information on the new NetDocuments integration, follow this link.
The new NetDocuments Integration for Salesforce powered by AdvoLogix offers much more than the Legacy Add-on. Here are some highlights from the new integration:
- The new integration includes a dynamic way to build configurations for any Salesforce object and connect to a workspace in NetDocuments using AdvoLogix lightning components.
- The package includes several components that allow you to be able to put some workspaces and documents as favorites or featured items.
- Your users can add workspaces or documents to their personal and private featured lists that can easily be connected and placed on their home page, app page or record page.
- Your users can select and save any document's link to a field on a Salesforce record.
| NetDocuments (Legacy Add-on) | The NetDocuments Integration for Salesforce |
|---|---|
| Users can view content from NetDocuments from within the context of matters only. | Users can view content from NetDocuments from any Salesforce record's context. |
| Users can create a NetDocuments workspace from a matter record using a custom button that needs to be triggered manually. | Users can automatically create a NetDocuments workspace as soon as they load the component that displays and connects to a workspace. |
| Users can open a full page view of the NetDocuments workspace. | Users can open a full page view of a NetDocuments workspace. |
| It is difficult to modify the NetDocuments workspace to Salesforce mapping keys once it is implemented. | It is easier to manage different configurations for mapping NetDocuments workspace to any Salesforce record. |
Provides a lightning component to display your user favorites from NetDocuments as a list. |
|
The component can be placed on multiple pages or multiple times on a single page, and users can filter the favorites list by the NetDocuments cabinets. | |
| Provides a featured items component where your administrators or your users can provide and configure personalized list of workspaces or documents and share them with other users within the organization. | |
| Provides a lightning component to be able to browse NetDocuments cabinets and workspaces and select a document and save the link to a field on Salesforce. | |