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Click the Add button from the File Shares tab.
Enter the UNC folder path of the File Share in Folder Path. Format: \\ComputerName\Folder. Is required.
Choose an Active Directory Domain in the Default Domain lookup. Is required.
Choose a Default OU for users and groups if necessary. Format is OU=Department
Select the organization format of the File Share.
First level folders are matters (workspaces or projects)
Second level folders are matters (workspaces or projects)
Custom: Allows a custom level of folders to determine the root matter/workspace/project. Select from the selection button.
Enable Metadata Filter. Select to filter the Metadata of the FileShare. Client and Matter expressions can be set. The Format would be, for example, by default:
Client Number Regular Expression: ^\s*([a-zA-Z0-9]+)[^--]+ and
Matter Number Regular Expression: (?<=-)[^-]+(\s*). These expressions will filter matter and client when the client/matter number is set up as 1000-001 for example.
When the file share sync is ready to begin, select the Sync Enabled button to Yes.
Enter the timeframe for the sync. For example, Sync every 30 minutes.
Select whether or not to sync documents.
Select whether or not to perform personal data detection. Personal data could be any sensitive information for example social security numbers, and the personal data would be scrubbed.
Select whether to sync the Audit. This is important as if the Event Log or Audit is truncated or removed prematurely, delta syncs may not capture the last sync information.
A nickname for the sync can be given.
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