DMS App: Difference between revisions
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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: | ||
* How to authenticate using [[ | * How to authenticate using [[CPMS ID]] | ||
* How to save changes back into ContactsLaw | * How to save changes back into ContactsLaw | ||
* Whether any other users are trying to edit the document | * Whether any other users are trying to edit the document | ||
Latest revision as of 14:47, 12 September 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 CPMS ID
- 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.