The Xakia O365 Add-In integrates with several Document Management Systems (DMS) to streamline email filing and matter management. Here’s an overview of supported platforms and available features.
Supported DMS Platforms & Features
Xakia DMS
Supports email filing and all Xakia features.
SharePoint
Supports email filing and all Xakia features.
NetDocuments
Supports all Xakia functionality, including linking matters to NetDocuments on creation.
Does not support email filing
iManage
Supports all Xakia functionality, including linking matters to iManage on creation.
Does not support email filing
Feature Availability & DMS Selection
If the selected DMS does not support email filing, all filing actions are disabled.
If the only available DMS does not support email filing, filing actions are unavailable and related pages cannot be accessed.
The matter list will be the home page instead of the email details screen
When multiple DMS platforms are available, the selected DMS defaults to an integrated DMS (not Xakia DMS) as we expect this is the user preference.
If both supported and unsupported DMS platforms are available (e.g., Xakia + NetDocuments), auto mailbox enrolment is disabled. Mailbox enrolment instead only occurs when an email is manually filed.
In this scenario we expect users to not file emails and not use Xakia DMS, despite it being active
Users can change the selected DMS from the menu, under the current location sub-menu.
Unsupported DMS are not available in the menu for selection
User Experience Notes
The add-in automatically adapts its interface and available actions based on the selected DMS and its capabilities.
Filing actions and navigation are restricted if email filing is not supported by the chosen DMS.
The DMS selection menu is accessible from the header, allowing users to switch between available platforms as needed.