Checklist (in recommended implementation order) | CAM Area | Documentation Link | ||
|---|---|---|---|---|
| 1 | Set up AWS Client Stack | Configure AWS at the Client | N/A | |
| 2 | CAM Portal Users | Set Up Users | Account Management > Users | |
| 3 | Set Up Group | Account Management > Groups | ||
| 4 | Set Up Roles | Account Management > Roles |
| |
| 5 | Configure External Systems | Obtain applicable information | Administration > External System Configuration | |
| 6 | Set Up | |||
| 7 | Metadata | Metadata Mapping | Administration > Metadata |
|
| 8 | Create Metadata | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/381583422/Metadata#Manage-Metadata | ||
| 9 | Data Sync | Configure Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync |
| 10 | Contact iManage/NetDocuments to alert them to the data sync | N/A | ||
| 11 | Contact your Prosperoware Customer Success Manager for Prosperoware to enable the initial sync. Please include details of your iManage/NetDocuments Support contact to allow us to liaise with the DMS provider if required. | N/A | N/A | |
| 12 | Run initial Data Sync | Administration > Data Sync | https://pdocs.atlassian.net/wiki/spaces/CCAM/pages/33325800/Data+Sync+--+Configure+Data+Sync | |
| 13 | Layout | Document Search Form/s | Administration > Layout > Forms |
|
| 14 | Workspace Search Form/s | Administration > Layout > Forms |
| |
| 15 | Configure Directory Columns | Administration > Layout > Grid | Go to Grids section: Layout | |
| 16 | Configure Matter Headings | Administration > Layout > Headers | Go to Headers section: Layout | |
| 17 | Business Continuity | Email your Customer Success Manager requesting that Business Continuity is set up, the user names, email addresses and mobile numbers | N/A | |
| 18 | Spot Check of synced documents (recommend 5 - 10 documents) | N/A | N/A | |
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