Set Up and Manage Precedent Libraries Using SharePoint

Overview

You can configure Precedent Libraries to use a SharePoint folder as their source location.

This allows precedent documents stored in SharePoint to be available in OneLaw without requiring local drive synchronisation.

This article explains how to:

• Add a SharePoint-based Precedent Library
• Configure Document and Email library settings
• Control library visibility using Fee Types and Party Types

Who can do this

• Systems Administrators.

Before you start

Before configuring a SharePoint Precedent Library:

• Microsoft 365 integration must already be enabled. See Enable the Microsoft 365 Integration
• You must have the full SharePoint folder URL for the location you want to map.

Steps

1. Open Precedent Libraries

   • In OneLaw, go to the Administration tab on the navigation ribbon.

   • Select Manage Libraries.

     

   To add a new SharePoint Precedent Library:

   • From the Precedent Libraries section, select the green Add Precedent Library (+) icon.

   To manage an existing SharePoint Precedent Library:

   • Double-click the library you want to edit.

   Result: The Precedent Library window displays.

   

2. Configure the Library Location

   If you are adding a new library, complete the fields below.
   If you are managing an existing library, update the required fields as needed.

   • Enter the Name of the library.
   • Under Library Location, select SharePoint URL.
   • Paste the full SharePoint folder URL into the Folder field.
   • Select the Library Type:
     • Document
     • Email

3. Configure Document File Types (Document libraries only)

   If Document is selected, specify the file types the library will include.

   

   Word Files

   Select one of the following options to include Word files:

   • All Word Files (.docx, .docm, .dotx, .dotm)

     Allows both Word documents and Word templates to be included in the library.

   • Only Word Templates (.dotx, .dotm)

     Restricts the library to Word templates only.

   By default, All Word Files is selected.

   Optional:

   • Auto-execute Word documents (.docx, .docm)

     When enabled, Word documents open and display the Edit Document window, allowing users to enter Client and Matter details and apply stationery.

     When not enabled, Word documents open directly in Word without triggering the Edit Document window.

      

   Excel Files

   • Select Include Excel workbooks (.xlsx, .xlsm) to allow Excel files in the library.

   • Select Auto-execute Excel workbooks (.xlsx, .xlsm) to open Excel workbooks and display the Edit Document window.

     When not enabled, Excel workbooks open directly in Excel without displaying the Edit Document window.

   PDF Files

   • Select Include PDF documents to allow PDF files in the library.

4. Configure Library Visibility

   For both Document and Email libraries:

   • From the dropdown, select one or more Fee Types, or choose Any.

     This controls which Matters the library is available in.

   • From the dropdown, select one or more Party Types, or choose Any.

     This controls which Parties the library is available for.

     Optional: Select Clients only to restrict the library to Client parties.

5. Save the Library
   • Select Save & Close.

Result

The SharePoint Precedent Library is available in OneLaw based on the Fee Types and Party Types configured.

Users can:

• access documents stored in the linked SharePoint folder.
• search within the library using full-text search.
• run Document or Email precedents based on the library configuration.

Recommended articles

• Enable the Microsoft 365 Integration
• Set Up and Manage Precedent Libraries Using Local Drives
• Create a Precedent