Quick Reference Guide

This is a quick reference guide for those new to CAM.

CAM Features

• Overview

• Architecture

• Navigation

• Provision

• Manage

• Move

• Analyze

• Add-ons

Implementation Steps

1. Begin review of the Hardware and Software Requirements. Confirm your source systems and other guidelines.

2. Utilize the Implementation Checklists: These checklists describe the steps needed to implement each License tier of CAM, and the effort to accomplish those steps. Each step is hyperlinked to the appropriate documentation content.

3. Ensure the system to be implemented is supported: Supported Systems and Source Systems

4. Ensure the client's tenant has been set up by Litera Devops BEFORE beginning and the admin user is set up. If using Data Uploader or Data Sync, Litera highly recommends setting up a service account to run the agent service, instead of using the admin user account.

5. Review the Known Issues and Limitations pages to know what currently we do not support.

6. For additional support or implementation help, see your Litera Professional Services team or Customer care via support@litera.com.

Resources

Documentation

• Release Notes and Known Issues: Read here for all our latest CAM changes and historical changes.

• Limitations: Contains specific limitations based on other third parties (e.g. Netdocuments, iManage, Microsoft, or AWS)

• Common Errors and their Resolutions

• Permissions of CAM: All permissions and their mapped license tier and function are explained on this page.