Mirror matter acces to NetDocuments

Available soon

In Legalsense, it is possible to restrict access to a matter by selecting which users are allowed to access it. To enable this feature, please contact Legalsense support for assistance. Once this feature is enabled, you will see an 'Access kind' field when editing a matter, where you can choose either 'Everyone' or 'Choose from list'. By selecting 'Choose from list', you can specify which users have access to the matter.

This matter access functionality can also be applied to your NetDocuments environment, if it is connected to your Legalsense environment.

To ensure that this functionality works correctly, it is important that users in Legalsense also exist in NetDocuments. Legalsense does not create users in NetDocuments and assumes that each Legalsense user with access to a matter also exists in NetDocuments. The matching of users in both systems is based on the email address entered for the user. It is necessary that these email addresses are identical in both systems to ensure that the user in Legalsense is linked to the correct user in NetDocuments. 

In NetDocuments, access to a workspace and its documents is managed based on an 'Access Control List' (ACL). The ACL can have the following access levels based on permissions:

In the NetDocuments configuration within Legalsense, you have an additional setting called 'Mirror matter access'. If you wish to use this, you can enable it and then choose the 'Access Control List' level to be used for workspaces and their documents in NetDocuments.

Based on the selected users for a matter in Legalsense, a user group will be created in NetDocuments with only those users to grant access to the workspace in NetDocuments.

When you enable this setting, Legalsense becomes the primary source for user access to a workspace and the documents in NetDocuments associated with a Legalsense matter. If your current settings differ from the access level chosen in the integration, the existing settings in NetDocuments will be overridden. If you later decide to make the case accessible to everyone, NetDocuments will revert to the repository's default access level.

When the matter access is changed in Legalsense, it may take a few minutes before this access is applied in all the documents in the related workspace.