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Changing Settings for ProLaw

To access and change settings for ProLaw integration,

  1. Click Setup.
  2. Click the Data Source Management tab.
  3. Under Settings, click ProLaw.

    Note: Settings are displayed only for data source connections that are set up. If you do not see settings for your type, first add a data source connection. See Adding a Connection for ProLaw for details.

  4. Make the changes you want to the settings on that page. Settings are described in the table below.
  5. Click Save.

Author

Determines which author field is used from ProLaw when indexing a document. Adding Professional (the default) will use the name of the person who added the document to ProLaw. Prof Set will use the name of the person set in the ProLaw document metadata field.

Custom Fields

Allows you to map a custom field in West km to data in ProLaw.

  • In the table, find an empty row that matches the content type of the custom field: String, Boolean, Date/Time, or Integer.
  • Type the name of the field as it is known in ProLaw in tablename.fieldname format in the DMS Field box.
  • If the field is not part of the Events, EventTypes, Professionals, EventMatters, or Matters table in ProLaw, specify how the field's table is joined to one of those tables by typing a SQL statement in the JOIN text box.

 
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