Not deploying a DMS? Document Management Systems are an alternative document storage and management solution that can be used in conjunction with Draftable Legal. If you are not intending to deploy any DMS integrations for your organization, you can safely skip this article.
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.
iManage
iManage is a popular document and email management system used in legal environments. Follow the articles below in order to configure iManage integration with Draftable Legal.Step 1: Review the Configuration Checklist
Start by reviewing the full checklist of requirements and configuration steps for iManage integration.iManage Configuration Checklist
Review the complete checklist of all requirements and steps needed for iManage integration.→ Open article in new tab
Step 2: Configure Based on Your iManage Deployment Type
Choose the guide that matches your iManage environment:- On-Premises
- Cloud
If your organization uses an on-premises iManage deployment:
Guide for iManage On-Premises integration with Draftable Legal
Follow the complete setup guide for on-premises iManage environments.→ Open article in new tab
Step 3: Complete the Integration Setup
Once you have configured based on your deployment type, complete the final integration steps.iManage Integration with Draftable Legal
Complete the final integration configuration to enable iManage functionality within Draftable Legal.→ Open article in new tab
NetDocuments
NetDocuments is a cloud-based document management system popular with legal professionals. Follow the articles below to configure NetDocuments integration with Draftable Legal.Set up guide for Draftable Legal integration with NetDocuments
Follow the complete setup guide to configure NetDocuments integration with Draftable Legal.→ Open article in new tab
Connecting your NetDocuments account with Draftable Legal
Complete the account connection process to link NetDocuments with Draftable Legal.→ Open article in new tab
SharePoint
SharePoint Online is Microsoft’s collaboration and document management platform. Follow the articles below to configure SharePoint integration with Draftable Legal.Configuring SharePoint Online to launch directly into Draftable
Set up SharePoint to allow users to launch comparisons directly from within SharePoint.→ Open article in new tab
Connecting your SharePoint account with Draftable Legal
Configure the connection between SharePoint and Draftable Legal.→ Open article in new tab
Worldox
Worldox is a document management system commonly used by law firms and businesses. Follow the articles below to configure Worldox integration with Draftable Legal.Set up guide for Draftable Legal integration with Worldox
Follow the complete setup guide to configure Worldox integration with Draftable Legal.→ Open article in new tab
How to enable Worldox integration in Draftable Legal
Enable the Worldox integration within Draftable Legal settings.→ Open article in new tab
Epona
Epona is a document management solution integrated with Microsoft 365. Follow the articles below to configure Epona integration with Draftable Legal.How to integrate Epona with Draftable Legal
Follow the integration guide to set up Epona with Draftable Legal.→ Open article in new tab
How to enable Epona integration in Draftable Legal
Enable the Epona integration within Draftable Legal settings.→ Open article in new tab