{"id":95,"date":"2024-07-25T01:43:46","date_gmt":"2024-07-25T01:43:46","guid":{"rendered":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/intro-to-documents\/"},"modified":"2024-09-03T17:27:10","modified_gmt":"2024-09-03T17:27:10","slug":"intro-to-documents","status":"publish","type":"question","link":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/intro-to-documents\/","title":{"rendered":"An Intro to documents"},"content":{"rendered":"<h2 id=\"how-it-works\">How it works<\/h2>\n<p>Dashboard Legal allows for you to manage documents in the same place that you manage your external emails, internal chat, and checklist todo&#8217;s.<\/p>\n<p>If you use a supported Document Management System (DMS), you can quickly link workstream boards to matters in your DMS and documents will always be 2-way synced.<\/p>\n<p>If you do not have a DMS, feel free to work on top of ours! It will work as expected without any extra configuration.<\/p>\n<h2 id=\"document-integrations\">Document Integrations<\/h2>\n<p>Dashboard Legal is designed to work side by side with your DMS, and can be integrated with one of several providers.<\/p>\n<p>If your DMS provider is not currently supported but you can&#8217;t wait to try out Dashboard Legal, please reach out to us and we will get you on board as quick as we can.<\/p>\n<h3 id=\"currently-supported-integrations\">Currently Supported Integrations<\/h3>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-151\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/favicon.png\" alt=\"\" width=\"30\" height=\"30\" \/> <strong>Dashboard Legal<\/strong>\u00a0(AWS s3)<\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-152\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/imanage-logo-300x300.png\" alt=\"\" width=\"30\" height=\"30\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/imanage-logo.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/imanage-logo.png 150w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/imanage-logo.png 364w\" sizes=\"auto, (max-width: 30px) 100vw, 30px\" \/> <a href=\"\/dashboard-legal\/help\/question\/imanage-integration\/\"><strong>iManage Cloud\/On-Prem<\/strong><\/a><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-153\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/netdocs-logo-300x246.png\" alt=\"\" width=\"30\" height=\"25\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/netdocs-logo.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2024\/07\/netdocs-logo.png 364w\" sizes=\"auto, (max-width: 30px) 100vw, 30px\" \/> <a href=\"\/dashboard-legal\/help\/question\/netdocs-integration\/\"><strong>NetDocs<\/strong><\/a><\/div>\n<p>&nbsp;<\/p>\n<h2 id=\"document-security\">Document security<\/h2>\n<p>Dashboard Legal treats the security of your data &amp; documents as it&#8217;s highest priority. If you link a DMS, we do not store your documents, but transmit them securely from your DMS to the browser.<\/p>\n<p>All DMS integrations are Oauth2-based, and make requests to your DMS on behalf of the currently logged-in user. This means that a user will only be able to see the documents that they have accessible in their DMS.<\/p>\n","protected":false},"template":"","format":"standard","question-category":[11],"class_list":["post-95","question","type-question","status-publish","format-standard","hentry","question-category-documents"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>An Intro to documents - Dashboard Legal Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/intro-to-documents\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"An Intro to documents - Dashboard Legal Help\" \/>\n<meta property=\"og:description\" content=\"How it works Dashboard Legal allows for you to manage documents in the same place that you manage your external emails, internal chat, and checklist todo&#8217;s. 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