Connect DMS Connectors to CoCounsel

CoCounsel is compatible with these DMS Connectors:
  • iManage On-Prem
  • iManage Cloud
  • HighQ
  • NetDocuments
  • SharePoint
You can set up the DMS Connector with your DMS Service.
  1. On the left pane, select
    Manage
    Admin Settings
    Integrations
    .
  2. Go to the center pane and select
    New Integration
    .
  3. Follow these steps to integrate the DMS Connector.
  4. After the connector is set up, we recommend that administrators authorize connections once to ensure everything is functioning correctly. To do this, right-click on the integration and select
    Authorize
    .
    A successful authorization confirms that the DMS connector is set up properly.
  5. The users will see the DMC connectors set up by the administrator when using the upload
    Files from external DMS
    .
    The users should authorize the connection once to be able to upload documents.
For additional help or support with setting up connections, please reach out to cocounselsupport@thomsonreuters.com.
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