To use this template, you must make some changes.

Modifying the template

Required:

• Set the SiteAddress variable.

• Set the Library variable (the name of the library where contracts should be backed up).

• Set the LibraryFilePath variable (the URL version for that library, which might be different from the library name).

Optional:

• Set the LegalMatters variable, renaming with your desired subfolder for your matter backups within SharePoint: the default name for the top-level subfolder is “Legal Matters.”

• Set the FolderName variable, which is the naming format for the structure of the subfolder created for each matter.

• Modify the status message posted to that matter. This is the last action in the flow and acts as a notice on the matter in LawVu that a copy of the file was successfully saved to SharePoint.

Folder structure and file naming

When backing up copies, think about naming conventions for the files and folder structures for the subfolders in which each file is saved. Note: these templates back up all files with the file name they already have.

Saving a file in the same location with the same name will save it as a new version of that SharePoint file. Changes to the file name in LawVu will result in separate files within this subfolder. Conversely, if two documents coming from different places in LawVu are saved in the same place in SharePoint, the newer one will show as a version of the older one even though they might not have been closely related in LawVu.

Our suggested folder structure within a root SharePoint folder is:

Legal Matters

    [matter type]

        Matter [ID] - [name]

When using our starter template for uploading files to SharePoint when uploaded to a matter, you can set the variable LegalMatters to your desired naming convention.