1. PREREQUISITES

Send a request to support@dilitrust.com to activate the 2 following features :

• Tokens Management
• Repositories

• Ask to activate also the “LEM Reports sync” feature
• Ensure sure you have activated the permission to edit the Connectors settings:

1. INITIAL CONFIGURATION

   1. On LEM Tenant

Go to Configuration → User access management → Tokens management → Create a new token 

Once the token is created, it will appear only once → Take a note of it (copy & paste).

 Make sure to remind users to store it somewhere they can retrieve it

The App automatically creates a pseudo-user associated to the token you just created. To check it: go to Configuration → User access management → Users.

Pseudo-users name always begins “api-users” and contains the token name.

In our example: api-users-integration-lemxclm

Communicate the token + the pseudo user to the CLM tenant admin to continue the consideration (if you need to. Or if you are the admin, please proceed).

Go to Configuration → Integration with Entities

Select the right platform in “Location” -> Europe 2

Then add the Pseudo user name and the token value in the corresponding fields.

1. REPOSITORY CONFIGURATION

   1. On LEM Tenant : Setting Up a LEM Repository

• Under Reports, create a report with all the company details you want to use in CLM.
• Convert to repository
  1. On the Report list, click on “Convert to repository” => This will create a LEM repository based on the report

NB: Once created, the repository and the report are fully independent. The initial report still exists and can be edited but it doesn’t affect the repository that was created.

Under Configuration > Repository, click “Show more” to select the LEM Repository to add to the CLM Tenant. Any LEM repository accessible for this tenant will be displayed in this list.

• Map Repository fields to CLM Attributes
  1. Map fields from the Repository (on the left) to the corresponding CLM attributes (on the right)
  2. You can decide not to use some fields. Just remove the corresponding row by clicking the X icon
  3. Any remaining fields must be associated to a CLM attribute

• After a little while CLM will sync with the LEM tenant and will load the repository
• Repositories coming from the LEM are identifiable with a DiliTrust icon at the top.