Configure an external storage system for legal contracts
Configure an external storage system to store signed contract documents.
Before you begin
Ensure that the administrator has installed and set up spokes for the external storage system you want to configure.
Google Drive spoke v1.3.0 or later version
For more information on the setup and creating the Google Drive account, see Set up Google Drive spoke.
Microsoft OneDrive spoke v2.1.0 or later version
For more information on the setup and creating the Microsoft OneDrive account, see Set up Microsoft OneDrive spoke .
Role required: sn_lg_cnt.contract_admin
Procedure
Navigate to All > Contracts Core > Contracts Integrations > Integrations.
Create or modify an external app configuration.
- To create an external app configuration, click New.
- To modify an existing external app configuration, open the external app configuration from the list.
- On the Integration Type page, click the External Storage link.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the external app configuration. |
| Description | Description of the external app configuration. |
| Active | Option for marking the configuration for external storage as active. |
| Table | Table in which the signed legal contracts information is stored.Select the Legal Contract Request [sn_lg_ops_contract_request] table. Note: If you select a different table, you must associate a corresponding flow. |
| Condition | Filter conditions to determine which integration app to use.For example, say you've already set up the Google Drive external storage integration and want only NDA contracts to be stored there, you can define the condition as follows: [Category] [is] [NDA] and then select the Google Drive. |
| Execution order | Order in which an external storage system is used for storing contract documents. The system with the lower-order value is chosen first. |
| App | External storage system such as Google Drive or Microsoft OneDrive. |
| Folder structure | Filepath to store the signed contract documents in the external storage system.Define a folder structure using a combination of static text and dynamically generated text from the selected fields. For example, the folder structure
These field variables are dynamically replaced by the values in each field while saving a document. |
Save the external app configuration.
- Save a new external app configuration by clicking Submit.
- Save the changes to an existing external app configuration by clicking Update. The external storage configuration is saved.
Click Publish.
Result
The configuration for the external storage system is published and is ready to be used for storing contract documents.
Parent Topic:Configuring external applications for legal contracts