Integrations: Best Practices & Troubleshooting

1. Best Practices

‍

Connecting integrations:

Start by connecting your most critical document repositories (templates, precedents)

Use granular scope selection; connect relevant sites or folders rather than entire environments

Coordinate with your team before connecting shared repositories

‍

Organizing synced content:

Maintain clear folder structures in SharePoint; this structure carries over to casepal

Use descriptive folder and file names in your DMS for better searchability in casepal

Remove outdated or obsolete documents from your DMS; they'll automatically be removed from casepal

‍

Administrator coordination:

Limit administrators to 1-3 people for easier coordination

Establish clear responsibility for managing integrations

Communicate with your team before making changes to connected scopes

Regularly review connected scopes to ensure only relevant documents are synced

‍

Sync management:

Monitor sync status regularly to ensure connections are healthy

Check "Last sync" timestamp to verify recent updates

Address any sync issues promptly (see Troubleshooting)

Disable scopes you no longer need rather than leaving them connected

Allow time for document processing and indexing; large syncs may take time before documents become searchable

‍

Security and access:

Remember that all users in your organization can access synced documents

If certain documents should remain restricted, do not include them in connected scopes

Use your DMS's native permissions for document-level security; casepal syncs based on scope, not individual permissions

‍

Balancing integration vs. manual curation:

Consider connecting broad repositories for comprehensive access, or

Manually upload only the highest-quality, most relevant documents for a curated knowledge base

You can use both approaches: integrate for comprehensive access, and manually upload for premium precedents

‍

Requesting additional integrations:

If you need a DMS not currently supported, contact your account executive or support@casepal.co

Integration is possible if the DMS supports the MCP framework and meets adoption or partnership criteria

Provide details about your DMS and use case to expedite evaluation

‍

2. Troubleshooting

‍

Next steps:

If you're an administrator, start by connecting your most critical document repository (e.g., templates folder)

Allow time for initial processing and indexing

Gradually expand connected scopes as you become comfortable with the integration

Regularly monitor sync status and maintain your connected repositories

For integration support or requests for additional DMS platforms, contact your account executive or support@casepal.co

‍

Need help?

For integration setup assistance: support@casepal.co

To request admin access: Contact your account executive or support@casepal.co

To request support for additional DMS platforms: Contact your account executive or support@casepal.co

For best practices on using synced documents: See the Library guide