Packaging Tiers & Add-ons Implementation Checklists

CAM Implementations

This section provides checklists with documentation links to implement CAM based on the purchased license.

Tier Diagram


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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

  • Metadata

  • Templates

  • Workflows

  • Source System (including Data Uploader)

  • Single Sign-on

  • Teams set up

Manage Implementation Checklist

Provision features, plus:

  • PowerDesktop 1 license

  • Service Desk (Document & Workspace Tabs)

Move Implementation Checklist

Provision and Manage features, plus:

  • PowerDesktop 5 licenses

  • Move Document and Folder within a DMS

  • Move Workspace between DMS’s

  • Content Mover

Analyze Implementation Checklist

Provision, Manage and Move features, plus:

  • Metadata Sync

  • Analytics

  • Dashboards


Project Teams Add-in Implementation Checklist

Every tier plus:

  • Access Management (Project Teams)

Business Continuity Add-in Implementation Checklist

Every tier plus:

  • Business Continuity


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