Recent updates
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Web Application Registration (Azure AD)
Updated onArticleTo connect Salesforce with SharePoint, an authentication provider must first be set up in SharePoint. AdvoLogix supports two modes of authentication for SharePoint to connect:
- SharePoint Add-in - A web application registered within SharePoint online/Office 365 panel.
- Azure Active Directory (AD) - An Azure AD based web application registered within Azure Management Console.
Which one you use depends on how your organization has set up your SharePoint access. This article will walk you through registering a web application using Azure AD. To perform the steps needed, you must be an administrator who manages SharePoint and employee access. If you cannot access the Azure Management Console, proceed with registering the application using the SharePoint Add-in. Otherwise, you can register your web application using Azure AD.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Getting Started (SP)
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Set Up the SharePoint Featured Items Configuration
Updated onArticleSharePoint Featured Items Manager allows users to create or edit configurations comprised of a list of folders from SharePoint and can be displayed using SharePoint Featured Items lightning component. These configurations are available to be setup by an administrator of your organization. For more details, see this article.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Getting Started (SP)
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Set Up the SharePoint Configuration in Salesforce
Updated onArticleIn Salesforce, you will need to complete the authentication configuration for the connector. The values needed for this configuration must be gathered after completing the steps provided in the Web Application Registration (SharePoint Add-in) article.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Getting Started (SP)
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Web Application Registration (SharePoint Add-in)
Updated onArticleTo connect Salesforce with SharePoint, an authentication provider must first be set up in SharePoint. AdvoLogix supports two modes of authentication for SharePoint to connect:
- SharePoint Add-in - A web application registered within SharePoint online/Office 365 panel.
- Azure Active Directory (AD) - An Azure AD based web application registered within Azure Management Console.
Which one you use is based on how your organization has set up your SharePoint access. This article will walk you through how to register a web application using the SharePoint Add-in. To perform the steps needed, you must be an administrator who manages SharePoint and access for employees. If you do not have access to Azure Management Console, then proceed with registering the application in the SharePoint Add-in. Otherwise, you can register your web application using Azure AD.
DOCUMENT MANAGEMENT INTEGRATIONS SharePoint Getting Started (SP)
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[START HERE]☞Integration Guide
Updated onWorkflowThis article serves as your setup guide. While you may need to occasionally switch to other articles for reference, you can always return here to continue where you left off. Take the time to plan your implementation carefully, considering factors like which objects will be hosted with the connector for displaying workspaces, and determining who will have the ability to create new workspaces.
DOCUMENT MANAGEMENT INTEGRATIONS iManage Getting Started (iM)
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March 2024, Version 1.145.x
Updated onArticleAdvoLogix Matter Management Release (version 1.145.x)
AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements as well. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help with upgrading your organization to the latest release of AdvoLogix Matter Management.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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Release Notes (iM)
Updated onArticleAdvoLogix has updated the integration to support the latest iManage Work 10.4.4 release with changes to the REST API calls utilized within the Featured Items component. With this, we've addressed a known issue that impacts the iManage imanage.work endpoint and on-premise customers where the Featured Items component could not display folders or documents added to the component.
DOCUMENT MANAGEMENT INTEGRATIONS iManage Release Notes (iM)
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Manage Custom Actions for the Billing Preview
Updated onArticleAdvoLogix provides an ability to extract data from the billing preview lightning interface and consume any custom lightning component or background flows. There are two kinds of actions supported within the billing preview and they provide your developer or administrator the ability to extract all the billing record IDs or selected record IDs based on the filter applied. These record IDs can be used to query or process the data within your own customizations such as a custom lightning component on the same page or within a background flow.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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Auto-Add Participants Functionality Overview
Updated onArticleWith the Auto-Add Participants functionality, you can set up an option to have a particular contact or account automatically added to a matter within a particular record type upon creation.
MATTER MANAGEMENT (MM) Use & Learn (MM) Participants⚡
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Introduction to Profiles
Updated onArticleProfiles allow you to track the expertise, experience, and professional capabilities of your legal staff to ensure optimal resource allocation for legal matters. By setting up profiles, you can assign various skills and specializations and add education and certification-related information to them. This allows your counsel to easily add performance reviews for the matters they participated in.
With profiles, you can define various key components that allow you to set up professional-looking profiles and enhance the efficiency of legal operations by aligning lawyers' skills, specializations, and certifications with appropriate legal matters. The key components within a profile are discussed below.
MATTER MANAGEMENT (MM) Use & Learn (MM) Profiles