| Type |
Description |
Useful Links |
| ArchiveClaim |
Archives the current item running the data action. |
DataAction - Archive Claim |
| ArchiveRunningWorkflow |
Archived the current running workflow. |
DataAction - Archive Running Workflow |
| CopyClaim |
Copies the current item to a new item as specified in the Copy Options. |
DataAction - Copy Claim |
| CreateUser |
Creates a user using inputs from form. |
DataAction - Create User |
| CSVFile |
Allows a CSV file to be used as Data Action content. |
DataAction - CSVFile |
| DeletePending |
Deletes any pending documents associated with item. |
DataAction - Delete Pending Document |
| DeletePersonalInformation |
Deletes data from item where a field is marked as personal information. |
DataAction - Delete Personal Information |
| DocUSign |
Integration with DocUSign, please contact Sysero with requirement. |
Requires documentation |
| ExportRepeater |
Allows for exporting of repeater data into excel. |
DataAction - Export Repeater |
| FillFromDataRoom |
Simple way of populating dropdown from another Application in Sysero. |
DataRoom - Fill From Application |
| FolderBrowser |
Integrations with external system folder browsers e.g. iManage and Office365. |
Browsing for folder in iManage
Requires further documentation.
|
| LDAP |
Lookup data from Active Directory using LDAP. |
DataRoom - LDAP
|
| LockClaim |
Lock current item. |
DataRoom - Lock and Unlock Item
|
| PowershellScript |
Allows execution of powershell script, please note due to security implications should only be setup by Sysero. |
Contact Sysero |
| PromotePendingDocument |
Promotes any pending documents against current item. |
DataAction - Promote Pending Document |
| PromotePendingFields |
Allows fields to be created and tested but not released yet on a form. |
Requires documentation. |
| RedFlagAlert |
Integrate with RedFlagAlert |
Please discuss requirement with Sysero, on available on request. |
| REST |
Integrate with third parties that provide REST API's. |
DataAction - REST |
| RESTOAuth |
Integrate with third parties that provide REST API's behind more advanced authentication e.g. OAuth. |
DataAction - REST |
| SyseroSearch |
Search Sysero using LuceneIndex |
Data Action - Sysero Search |
| SendMail |
Trigger an e-mail from a form button. |
DataAction - SendMail |
| SendTextMessage |
Experimental feature for sending text messages using AWS service. |
SMS Text Message using AWS SNS |
| SetClaimSecurity |
Set item security by Role. |
Data Room Item Security |
| SetClaimSecurityUser |
Set item security by user. |
Data Room Item Security |
| SetFiledOriginator |
Change originating user of item. |
|
| SQL |
Execute SQL and return data on any SQL data source Sysero can access via connection string. |
DataAction - SQL |
| StartWorkflow |
Manually start workflow, requires no workflow to currently be running. |
DataAction - Start Workflow |
| UnlockClaim |
Unlock current item. |
DataRoom - Lock and Unlock Item |
| UpdateClaimField |
Simple way of modifying item field value avoid the need for more complex SQL. |
DataAction - Update Claim Field |
| UploadAssembledDocumentsToUNC |
Send assembled document to UNC or local file location for alternative processing. |
|
| UploadDocuments |
Configure Sysero to upload documents to various systems e.g. iManage Work. |
Data Action - Upload Document |
| UserAlert |
Used as alternative to sending too many e-mails. |
User Alerts |
| WorksiteFunctions |
A collection of easy to use iManage functions e.g. Create Workspace. |
Create iManage Clients, Matters and Workspaces |