Settings
The Settings tab displays a list of all the External Systems supported by CAM.
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In the Settings tab, click the Action menu
in the far right corner and select Add System.In the Add New System dialog, type information in the provided fields, based on the table below, then click Save. You can add multiple systems.
Field | Description | |
|---|---|---|
System Name | Enter a name for the system. This is a required field. | |
System Display Name | Enter a nice name for the system. This appears as the system name in the UI. This is a required field. | |
Base URL | Enter the base URL for the system, (URL for the landing page of the external system). When updating matters, CAM will re-direct to this page. For e.g. https://drive.google.com/file/ this will re-direct to that specific landing page in your drive. | |
System Description | Enter a brief summary for the purpose of this system. The description is displayed in the UI under the system name | |
Upload System Logo | Upload a logo to identify the system. This is a required field. | |
System has libraries | Click Yes to add the libraries from the external system to CAM. The libraries added here will be available for selection when adding a system to a matter. | |
Libraries | Click Add New to add the libraries from the external system. On clicking Add New fields to enter the Library Name and Library ID fields are enabled. Enter a name for the library and enter the file id details. In the Library ID field, enter only the file ID details, do not enter the base URL. For e.g. From this base URL, https://drive.google.com/file/0B9F7aa5Cm7ZFc3RhcnRlcl9maWxl enter only the file ID -0B9F7aa5Cm7ZFc3RhcnRlcl9maWxl in the Library ID field. | 📗 Note: When entering the Library ID, make note of the (/) slash before the ID. If it is added at the end of the base URL https://drive.google.com/file/, do not add it when entering the Library ID here. When re-directing to an external system CAM will combine the base URL with the library ID, any additional or missing slash will cause the link to fail. |
3. The new system is now added as a tab on the External System Configuration page and is enabled by default. This is now available for selection when adding a system to a matters.
4. This system is listed on the Settings page, as well. To disable the system, toggle the Active button to No.
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Note: Inactive External Systems will not be available for selection when adding to a matter.