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Not using a DMS? If you do not intend to use a Document Management System (DMS) in your workflow, you can safely skip this article as part of your onboarding.

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Introduction

If you are using a Document Management System (DMS) with Draftable Legal, you should be aware that the workflows are slightly different when:
  • Selecting files from your DMS to load into a comparison
  • Saving exports or comparisons directly back to your DMS
This article provides links to the relevant DMS-specific guides so you can learn the workflow that applies to your organization.

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Supported Document Management Systems

Draftable Legal integrates with the following DMS platforms:

iManage

Popular in legal environments for document and email management.

NetDocuments

Cloud-based document management for legal professionals.

SharePoint

Microsoft’s collaboration and document management platform.

Worldox

Document management system for law firms and businesses.

Epona

Document management solution integrated with Microsoft 365.

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iManage

If your organization uses iManage, the following articles will help you understand how to load files from iManage and save comparison outputs back to iManage.

Running compares with files from iManage and saving outputs to iManage

Learn how to load documents from iManage into Draftable Legal and save your comparison outputs directly back to iManage.→ Open article in new tab

Launching comparisons from within iManage

Learn how to launch Draftable Legal comparisons directly from within the iManage interface.→ Open article in new tab

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NetDocuments

If your organization uses NetDocuments, the following article will help you understand how to load files from NetDocuments and save comparison outputs back to NetDocuments.

Running comparisons with files from NetDocuments and saving outputs to NetDocuments

Learn how to load documents from NetDocuments into Draftable Legal and save your comparison outputs directly back to NetDocuments.→ Open article in new tab

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SharePoint

If your organization uses SharePoint Online, the following article will help you understand how to load files from SharePoint and save comparison outputs back to SharePoint.

Running comparisons with files from SharePoint Online and saving outputs to SharePoint

Learn how to load documents from SharePoint Online into Draftable Legal and save your comparison outputs directly back to SharePoint.→ Open article in new tab

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Worldox

If your organization uses Worldox, the following article will help you understand how to load files from Worldox and save comparison outputs back to Worldox.

Running comparisons with files from Worldox and saving outputs to Worldox

Learn how to load documents from Worldox into Draftable Legal and save your comparison outputs directly back to Worldox.→ Open article in new tab

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Epona

If your organization uses Epona, the following article will help you understand how to load files from Epona and save comparison outputs back to Epona.

Running comparisons with files from Epona and saving outputs to Epona

Learn how to load documents from Epona into Draftable Legal and save your comparison outputs directly back to Epona.→ Open article in new tab

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Need more detailed DMS documentation?

For comprehensive DMS configuration guides, troubleshooting, and advanced setup options, visit the DMS Integrations tab in the Draftable Legal documentation.