Documentation

# Configuration

Use the DMS Config application to configure the DMS 365 webpart.

For each panel/view the columns and refiners can be configured. Click on Initialize with default settings to create default settings, that can be modified after they are created.

The left navigation bar can be configured. Specify max 2 levels. The top level will only be rendered if there are subitems.

Use the localized keys to automatically translate the terms inside the Title and Tooltip.

Currently two types are supported. Based on the url the correct type will be configured.

  • list
  • iframe

To configure an iframe, specify an URL that will be rendered. If it's a relative url, the current sharepoint url will be automatically added.

To configure a list, use the following format list=view with the fixed view names:

  • mydocuments
  • recentdocuments
  • mymattersdocuments
  • favoritedocuments
  • mymatters
  • recentmatters
  • allmatters
  • allclients
  • allcontracts.

Icon
Specify the name of the icon. Possible values can be found here (opens new window).

Tooltip
Specify the tooltip

View Sharepoint Group Specify the name of the sharepoint group. If the current user is member of this group, the item will be visible. Use sharepoint groups from the sitecollection where DMSFL is installed.

The Epona DMS 365 app uses search to show all information from Sharepoint. By default there are no managed properties configured to return additional columns from the Matter List. Open the DMS Configu tool, click on Search and add the missing columns from the Matters List. This will take max 24 hours before the columns are crawled by Sharepoint.

# Caching

The settings for Epona365 are stored in the application storage of the browser. A background process will remove obsolete settings when the settings are too old.

Most of the settings are automatically refreshed after a change. In some cases a duplicate reload of the app (browser) is necessary to have the latest settings. Use the menu option Clear local cache to manually clear the Epona365 cache.

# Columns

  • Name
    Specify the column label

  • Managed property
    Specify the name of the managed search property

  • Type
    Title => the shortcut icon menu is shown. The column width will always auto-expand
    Date => only the date part will be rendered
    DateTime => the date value will be rendered with relative labels (like 2 hours ago)
    Size => the value will be rendered with relative labels (like 1mb) Teams => a team icon will be rendered if value is true HasAttachment => a paperclip will be rendered if true Importance => an importance icon will be rendered To => rendered value has a fallback to managed property DMSSMTPTo / DMSTo

  • Sortable
    Specify if the property is searchable

  • Sort order
    Specify the default sort order

  • Width
    Only specify a value (> 0) if the column should have a fixed width

  • Fill space
    Only specif a value (>0) if the columns should use all the available width (expand). If more columns have a value the width is spread over the columns with the relative value. If the first column has a value 1 and the second has a value of 2. The total width is divided by 3 and relatively spread over the two columns as configured.

# Refiners

  • Name
    Specify the refiner label
  • Managed property
    Specify the name of the managed search property
  • Type
    Single select => only one refiner can be selected
    Multiple select => one or more refinders can be selected and are used in the search with an OR statement
    Date => pre-defined date values can be selected
    User => one ore more users can be selected. The items are rendered with an user image based on possible hit on email address
  • Filter
    See the Microsoft Documentation (opens new window) for possible values.
  • Icon
    Specity the name of the icon. Possible values can be found here (opens new window).
  • Sort order
    If a descending order is specified and a filter specified, the sort is descending based on the frequency.

# Clients

Currently one view is supported. Specify which columns and refiners should be visible.

# Matters

Currently one view is supported. Specify which columns and refiners should be visible. If the MatterName column is used in the MatterList, use that field as Title field. Sorting is not possible on the Title field.

# ContentTypes

When a document list is shown, the contenttype that is defined as default will be shown. In the Matter view the ClientName and MatterName columns will be automatically removed.

Add the email content type (DMS Email) to specify the columns and refiners when an email view should be used. The email view is activated based on the foldername, specified in the DMS Config section.

# DMS Config

The following settings that are set via the DMS Config tool are also used in Epona365.

# License

Copy the Client Name and Activation code from the SLM Portal (opens new window) when registering the product DMSfor365 and register/activate the license.

For every user that uses the application a license is automatically registered each time the application is started.

# Outlook

  • Create Client/Matter
    If enabled, the create client/matter button is visible. If no url is specified, the default URL is used (/Lists/Matters/NewForm.aspx?IsDlg=1)
  • Search sitecollection
    If no url is specified, the dmsforlegal sitecollection is used. Make search a subsite Search is available.
  • Query text addendum
  • Maximum Results

# Default ContentTypes

  • File extension msg
    The content types specified are used for the DMS E-mail view.

# Views

  • Folder views
    The DMS E-mail view is used when the name of the folder contains one of the specified foldernames.

# Notebooks

The notebooks settings are used in EponaDMS365

# Terms

The Client and Matter terms can be renamed via the DMS Config.

# Contracts

The Contracts module is active in Epona365 if the main Contracts Document library url is specified. Only this model is currently supported. Also specify the name of the content type and configure the columns for that ContentType in the Epona365 contenttype sections

# Epona365 Urischeme extender

The Urischeme extended can be configured via the following settings:

  • Disabled, option is not visible in Epona365
  • Enabled, option is visible and enabled in Epona365 (the executable should be installed on all machines)
  • Available, option is visible, but not enabled by default

Last Updated: 12/4/2024, 10:50:39 AM

← Report an issue →