Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 16:26:59

Quick update, NetDocs, unlike every other document tracking systems I have used, Doesn't store it's data in Salesforce / Litify. Rather it only logs login information in Salesforce for each user. Thus, no automation can live in Salesforce that would effect docs.

If I were advising DL as a Salesforce developer, I would let them know that they would be unable to report on document data or automate it in anyway unless they use another solution like DocuSign or even the standard salesforce solution.

In either of these situations the following code would resolve the issue:

public class ContentDocumentLinkHandler { public static void preventDuplicateFileNames(List<ContentDocumentLink> newLinks) { Set<Id> parentRecordIds = new Set<Id>(); Set<Id> newDocIds = new Set<Id>(); for (ContentDocumentLink link : newLinks) { if (link.LinkedEntityId != null && link.ContentDocumentId != null) { parentRecordIds.add(link.LinkedEntityId); newDocIds.add(link.ContentDocumentId); } } // Get titles of the incoming documents Map<Id, String> newDocTitles = new Map<Id, String>(); for (ContentDocument doc : [SELECT Id, Title FROM ContentDocument WHERE Id IN :newDocIds]) { newDocTitles.put(doc.Id, doc.Title); } // Query existing file titles already attached to those parent records Map<Id, Set<String>> recordToTitles = new Map<Id, Set<String>>(); for (ContentDocumentLink link : [ SELECT LinkedEntityId, ContentDocument.Title FROM ContentDocumentLink WHERE LinkedEntityId IN :parentRecordIds ]) { if (!recordToTitles.containsKey(link.LinkedEntityId)) { recordToTitles.put(link.LinkedEntityId, new Set<String>()); } recordToTitles.get(link.LinkedEntityId).add(link.ContentDocument.Title); } // Prevent duplicates for (ContentDocumentLink newLink : newLinks) { String newTitle = newDocTitles.get(newLink.ContentDocumentId); Set<String> existingTitles = recordToTitles.get(newLink.LinkedEntityId); if (existingTitles != null && existingTitles.contains(newTitle)) { newLink.addError('A file with this exact name has already been attached to this record.'); } } } }

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 16:58:16

got it

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 16:59:53

so would this work for him given his system and the document delivery

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 16:59:54

?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:00:45

It would not, most SFDC doc programs have a record to check, this one is a glorified embedded web browser

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:01:33

So no record, no automation, I didn't expect the solution to be so....old

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:01:52

got it. I will follow up with Nick C saying you did some research and what you were thinking of suggesting would not work given NetDocs

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:01:59

Would have been a good bit of info for Nick C to provide, but I don't think he knows

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:02:20

or he knew and thats why he put his hands on his head

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:02:30

lol fair enough

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:02:33

either way thank you for doing the research and looking into it

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:02:36

I appreciate it

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:02:57

Of course, wanted to throw the code at you so you didn't think i was just talking

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:03:06

Of course, wanted to throw the code at you so you didn't think i was just talking

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:51:51

did you get to the note update from the meeting?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:52:57

I did, updated the confluence doc

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:53:33

I don't think I have see or have access to that yet. Can you show me what you sent?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:55:08

Yeah, I think you are correct, let me get you a PDF

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:55:44

who would be able to add me to that?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:58:34
25 - Meeting notes (Sikich & SL)-210725-225744.pdf
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 17:59:12

Once apon a time I could have, they took those permissions away, so need to ask Sikich, they manage it now

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 17:59:36

got it...I can ask Nick

👍 Richard Schnitzler
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 18:03:42

did he get us the missing questionnaires?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-21 18:07:00

Not to my knowledge, but Dustin might be better informed

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-21 18:07:13

understood

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 16:33:21

Mind if I ask where they parked you?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:55:47

my cub?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:55:52

cube

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 18:56:26

Lol, yes I was wondering, wanted to touch base when you have moment, saw you but you looked busy at the time

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:56:48

ah I think I am in the crump section near the exit door

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 18:57:16

Got it, fairly sure I know where that is

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:57:25

somewhat near the front of the building but on the backside

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:57:40

we can meet in a room if you want to chat

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 18:57:52

Close the the interview room?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:57:59

right next to it

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:58:11

so it's in the open and everyone can hear

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 18:58:22

Yes, I did step out for the day, but I could swing around or we could connect tomorrow

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:58:40

but there is that old office of the crump attorney is no longer in

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 18:58:55

ok yeah i will be here all day tomorrow for sure

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 19:00:31

Fair enough, I get in around 7:30 most days, would love to chat more about SFDC and Jira if you are interested

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 19:00:57

Let's see when we have some time, but earlier is better for me

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 19:01:04

for sure I am...maybe 10:30 ish

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-22 19:01:44

No worries, I can always stay later if that works better for you

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 19:02:08

we can just connect tomorrow and find a mutual time.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-23 16:35:57

let me know if you still want to connect today

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-23 16:36:47

Absolutely, I have time now if you do

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-23 16:38:23

Absolutely, I have time now if you do

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 11:45:29

Good morning! Quick question...I saw Kasia asked if we are sending any MI Clergy cases her way today. Do we have any and if so how many?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 11:45:37

MI Clergy

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 11:45:44

for ssgh..

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-24 12:05:22

The campaign is open, they don't have signed leads yet, but it is pending

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 13:04:56

deal

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 13:05:05

its dustin out today?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 13:05:16

I just saw he declined the meeting this afternoon

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-24 13:05:34

He is in today, has a meeting with another client

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 13:05:54

got it...so will you lead the updates on the call today or McFadden?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-24 13:08:35

McFadden, we all discussed where we are at, so we should be fine in any case

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-24 13:09:01

ok cool

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-25 15:03:00

is the catchup meeting going?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-25 15:05:39

Just started late

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-25 15:06:44

We can hear you "D

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-28 11:33:15

hey

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-28 11:34:07

I saw your email saying you will send JP a ticket to change that report to CSV...I would wait for Nick C to chat with him about it

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-28 11:38:27

I don't know what email you are referring to. the meeting notes? That was just the notes from the meeting on friday

https://dicellolevitt.atlassian.net/wiki/spaces/shl/pages/68190209/Progress+Check+In+-+Meeting+notes

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-28 11:38:30

I don't know what email you are referring to. the meeting notes? That was just the notes from the meeting on friday

https://dicellolevitt.atlassian.net/wiki/spaces/shl/pages/68190209/Progress+Check+In+-+Meeting+notes

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-29 13:51:07

https://dicellolevitt.atlassian.net/browse/SHL-56

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-07-29 13:51:09

https://dicellolevitt.atlassian.net/browse/SHL-56

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-01 13:26:59

https://dicellolevitt.atlassian.net/wiki/spaces/shl/overview

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-01 13:27:01

https://dicellolevitt.atlassian.net/wiki/spaces/shl/overview

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 13:57:44

Hey, let me know when you have a few min today to chat

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-05 15:27:42

Hey, back from lunch, seems like I just missed you, let me know when you have a moment!

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-08 17:49:35

How is the AWKO integration going?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-08 18:09:14

Just finishing up testing now

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-08 18:58:32

AWKO tests are done, just waiting on internal QA, should be ready Monday assuming no complications

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-08 20:15:51

Great thank you

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:12:02

Can you do a little push on the AWKO integration when you get a min. We want to get that complete as soon as possible

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:12:14

Can you do a little push on the AWKO integration when you get a min. We want to get that complete as soon as possible

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 11:12:52

I have no idea what a 'little push' means and have been instructed to take notes for all the DL meetings

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:14:42

yeah for sure notes on DL. I was just following up on the message from Friday for AWKO saying it was waiting on internal QA. I just want to make sure that gets completed as soon as possible because we have been signing cases that need to get into their system.

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 11:17:04

Sure, the blocker there has been Dustin's time TBH, we had th test calls to QA run on Friday, but it's kinda waiting for him to leave a meeting for each next step ..... like this one 😛

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 11:17:31

We really should have more internal documentation on these processes

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:17:46

got it

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:18:56

I agree. It's a new process and I am glad it's being followed. Documenting it will be good for future as I am sure there will be new bodies in the office

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:46:26

I can't type in the teams chat....can you please that I need to run to a meeting

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 11:47:01

Sure, I'll let them know

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 11:47:04

thanks

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 14:14:49

Quick update going through the final QA check for AWKO, in an hour or two at most before payloads are going out

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-11 14:15:11

Quick update going through the final QA check for AWKO, in an hour or two at most before payloads are going out

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-11 15:03:44

ok thank you

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 15:40:48

Were you able to work on the AWKO integration?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-14 16:00:11

Yes, we got feedback and are making the requested changes

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 16:18:00

the feedback from yesterday correct?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-14 16:18:21

Yes, jumped on it as soon as we had the DL tests in

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-14 16:18:33

Just finishing up now, getting ready to test

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 16:27:50

ok great. it would be great to get that last bit sent to them today so we can hopefully get that off the list

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-14 16:30:30

Absolutely, addressed all the issues, just waiting on the final code review and approval

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-20 16:01:50

Thank you for keeping on top of the AWKO and offering a call

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-20 17:29:46

Oh no worries, did end up connecting with James, seems like a nice guy, told him to save my number and let me know if anything goes wrong

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-21 16:37:00

Yes, just FYI 😄

Screenshot 2025-08-21 143559.png
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-21 16:37:33

Was turning into one on one emails

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 16:38:38

got it thank you

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 14:04:11

can you please get with AWKO today and finish the integartion.

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-22 14:20:12

They reached out and we are testing again, it's more them adjusting at this point 👍

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-22 14:20:20

They reached out and we are testing again, it's more them adjusting at this point 👍

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 14:22:56

ok sounds good. would be great to get this put to bed by the end of the day. I know we have simpllyconvert that needs to get going today for sure as well. the one discussed in the meeting today. See if Dustin needs help with that one...hopefully it's more straight forward.

Are you all coordinating on projects that are coming in and having the right people delgated? Not sure if you started to use Monday for that for a little project management or what you decided

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-22 15:49:24

I have been using Monday, the 'right people' might be up for debate lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-22 15:50:54

I suppose 'we are using Monday' is more accurate

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 16:37:03

lol