This section provides checklists with documentation links to implement CAM based on the purchased license.
If you are implementing CAM for multiple external DMS systems, we recommend starting with Workspace provisioning implementation before moving on with Teams or other Office365 implementations.
Best Practice: For iManage or NetDocuments-only implementations, Request Workflow training and setup are not needed typically. Usually Teams integrations will integrate with Request Workflow.
Provisioning Implementation Checklist
User set up
External Systems and Rules
Source System (including Data Uploader)
Teams set up
Manage Implementation Checklist
PowerDesktop 1 license
Service Desk (Document & Workspace Tabs)
Move Implementation Checklist
PowerDesktop 5 licenses
Move Document and Folder within a DMS
Move Workspace between DMS’s
Analyze Implementation Checklist
Protect (Business Continuity and Project Security) Add-in Implementation Checklist
Access Management (Project Teams and Advanced Security)
Security Policies and Controls
Comply (Controls and Litigation Hold) Add-in Implementation Checklist