DMS App: Difference between revisions
(Created page with "The <strong>Document Management System (DMS) App</strong> is a component of ContactsLaw. It is used by the Desktop and Web apps to provide access to documents for reading/editing in third-party applications and in the web browser. It also implements document previews. When third-party applications (such as Microsoft Word) need to open a document from ContactsLaw, the DMS App makes the content available at a particular URL. Wh...") |
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The <strong>Document Management System (DMS) App</strong> is a component of [[ContactsLaw]]. It is used by the [[Desktop App|Desktop]] and [[Web App|Web]] apps to provide access to [[Document|documents]] for reading/editing in third-party applications and in the web browser. It also implements document previews. | The <strong>Document Management System (DMS) App</strong> is a component of [[ContactsLaw]]. It is used by the [[Desktop App|Desktop]] and [[Web App|Web]] apps to provide access to [[Document|documents]] for reading/editing in third-party applications and in the web browser. It also implements document previews and external checkouts. | ||
When third-party applications (such as Microsoft Word) need to open a document from ContactsLaw, the DMS App makes the content available at a particular URL. When the content is downloaded, the DMS App provides additional information to the third-party app, such as: | When third-party applications (such as Microsoft Word) need to open a document from ContactsLaw, the DMS App makes the content available at a particular URL. When the content is downloaded, the DMS App provides additional information to the third-party app, such as: | ||
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= Requirements = | = Requirements = | ||
Third-party applications need to support the [https://en.wikipedia.org/wiki/WebDAV WebDAV] | Third-party applications need to support the [https://en.wikipedia.org/wiki/WebDAV WebDAV] protocol in order to take advantage of the DMS App. | ||
For apps that don't support WebDAV: | For apps that don't support WebDAV: | ||
* <strong>Desktop App</strong> - ContactsLaw downloads a copy of the document that can be edited on the local computer. Changes are not saved back into ContactsLaw until the document is checked in. | * <strong>Desktop App</strong> - ContactsLaw downloads a copy of the document that can be edited on the local computer. Changes are not saved back into ContactsLaw until the document is checked in. | ||
* <strong>Web App</strong> - | * <strong>Web App</strong> - We recommend checking the document out to OneDrive/Outlook and editing online; otherwise, download a copy of the document and upload any changes via the Storage tab of the document properties. | ||
[[Category:DMS]] | [[Category:DMS]] | ||
Latest revision as of 16:28, 5 March 2025
The Document Management System (DMS) App is a component of ContactsLaw. It is used by the Desktop and Web apps to provide access to documents for reading/editing in third-party applications and in the web browser. It also implements document previews and external checkouts.
When third-party applications (such as Microsoft Word) need to open a document from ContactsLaw, the DMS App makes the content available at a particular URL. When the content is downloaded, the DMS App provides additional information to the third-party app, such as:
- How to authenticate using SSO
- How to save changes back into ContactsLaw
- Whether any other users are trying to edit the document
Requirements
Third-party applications need to support the WebDAV protocol in order to take advantage of the DMS App.
For apps that don't support WebDAV:
- Desktop App - ContactsLaw downloads a copy of the document that can be edited on the local computer. Changes are not saved back into ContactsLaw until the document is checked in.
- Web App - We recommend checking the document out to OneDrive/Outlook and editing online; otherwise, download a copy of the document and upload any changes via the Storage tab of the document properties.