DMS App

From ContactsLaw Documentation

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.