The Challenge

Manually provisioning a sync job for every new matter workspace is fine at small scale and unworkable at large scale. Firms onboarding new clients constantly, or legal IT providers managing sync across hundreds of represented firms, need a way to create, update, and retire sync jobs in bulk, ideally as part of their existing matter-opening or client-onboarding workflow rather than as a separate manual step.

How the netDocShare Provisioning App Solves It

01

Programmatic job creation

Sync jobs can be created via API calls instead of manual UI configuration, enabling integration with existing matter-opening workflows.

02

Bulk operations

Hundreds or thousands of sync jobs can be provisioned, updated, or retired in a batch rather than one at a time.

03

Consistent rule application

Permission and Ethical Wall mappings can be applied consistently across every provisioned job, reducing the risk of manual configuration error.

04

Integration-friendly

Because provisioning happens via API, it can be triggered automatically from a firm's practice management or matter-intake system.

Frequently Asked Questions

Can the netDocShare Provisioning App be triggered from our matter-intake system?

Yes — since it's API-based, it can be integrated into existing matter-opening or client-onboarding workflows.

Is bulk provisioning only useful for all size of firms? for very large firms?

It's most valuable at scale, but any firm or legal IT provider managing more than a handful of workspaces can benefit from automating job creation.

Does the App support updating or retiring jobs in bulk too, not just creating them?

Yes, sync jobs can be created, updated, and retired in batch through the App.

Do Ethical Wall rules need to be configured separately for each job?

No, permission and Ethical ethical Wall wall mappings can be applied consistently across jobs provisioned in bulk.

Will our existing NetDocuments sync jobs automatically follow our SharePoint migration?

Not automatically. Sync jobs need to be deliberately reconfigured to target the new SharePoint Online environment.

Should we migrate SharePoint and reconfigure sync at the same time?

The sequencing should be planned carefully to avoid a window where content isn't syncing at all.

Do metadata mappings carry over automatically?

They should be validated again after migration, since site and library structures in SharePoint Online may differ from the on-premises setup.

Is this a good time to clean up our sync configuration?

Yes, a SharePoint migration is a natural opportunity to review and simplify sync job configuration.

See how the netDocShare Provisioning App can automate sync setup at scale.

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Quick Answer

QA

The netDocShare Provisioning App lets IT teams create, update, and retire sync jobs programmatically and in bulk, rather than configuring each workspace manually through a UI. It can be integrated into existing matter-opening or client-onboarding workflows, with permission and Ethical Wall mappings applied consistently across every job.

Key Takeaways

  • The Provisioning App enables bulk, programmatic creation of sync jobs instead of manual one-by-one setup.
  • It can integrate with existing matter-intake or client-onboarding workflows.
  • Permission and Ethical Wall mappings apply consistently across bulk-provisioned jobs.
  • It's especially valuable for firms or legal IT providers managing large numbers of workspaces.