A Design Document should be created with the client for every implementation. Details to allow you to perform each implementation step should be documented. We strongly recommend that you engage and consult with Litera in regard to the Design to ensure that the implementation is correct and complete.
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 |
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| 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 Litera Customer Success Manager for Litera 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 |
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| 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 Litera 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 | |