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.

@@ Line 14: / Line 14: @@
 * <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> - The user must download a copy of the document and upload any changes via the Storage tab of the document properties.
+* <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]]