Shahi LegalFlowSuite

Configuration & Best Practices

Module Configuration

Basic Setup

Enable Legal Documents

Navigate to: SLOSSettingsModules

  1. Locate Legal Documents module
  2. Click Enable
  3. Configure basic settings
  4. Save changes
  5. Required Settings

    • Company Profile: Complete company information
    • Storage Location: Where documents are stored
    • Default Language: Primary document language
    • Compliance Level: Basic, Standard, Advanced
    • Advanced Configuration

      Document Settings

    • Auto-Generation: Enable automatic document updates
    • Version Control: Configure version numbering
    • Backup Settings: Set backup frequency
    • Security Settings: Configure access controls
    • Template Settings

    • Default Templates: Set default templates by type
    • Custom Templates: Enable custom template creation
    • Template Permissions: Configure template access
    • Template Updates: Enable automatic template updates
    • Publishing Settings

    • Publishing Workflow: Configure approval processes
    • Export Formats: Enable/disable export formats
    • Integration Settings: Configure external integrations
    • Notification Settings: Set up email notifications
    • Company Profile Setup

      Required Information

      Basic Company Info

    • Company Name: Legal company name
    • Business Address: Complete business address
    • Contact Email: Primary contact email
    • Contact Phone: Business phone number
    • Website URL: Company website
    • Business Type: Industry classification
    • Legal Information

    • Business Registration: Registration number
    • Tax ID: Tax identification number
    • Legal Structure: LLC, Corporation, etc.
    • Jurisdiction: Legal jurisdiction
    • DPO Contact: Data Protection Officer (if applicable)
    • Profile Management

      Profile Editor

      Access via: SLOSSettingsCompany Profile

    • Auto-Population: Pull from WordPress settings
    • Validation: Verify information accuracy
    • Multi-Language: Different info per language
    • Version History: Track profile changes
    • Profile Integration

    • Document Generation: Auto-insert into documents
    • Cookie Scanner: Use for cookie policy
    • DSR Portal: Use for contact information
    • Analytics: Include in privacy policies
    • Storage Configuration

      Storage Options

      Local Storage

    • WordPress Uploads: Use wp-content/uploads
    • Custom Directory: Specify custom path
    • File Permissions: Configure access permissions
    • Backup Integration: Include in WordPress backups
    • Cloud Storage

    • Amazon S3: AWS S3 integration
    • Google Cloud: Google Cloud Storage
    • Azure Blob: Microsoft Azure integration
    • Dropbox: Dropbox integration
    • Storage Settings

    • File Organization: Folder structure
    • Naming Convention: File naming rules
    • Compression: Enable file compression
    • Encryption: Enable file encryption
    • Security Configuration

      Access Control

      User Roles

    • Administrator: Full access to all features
    • Editor: Can create and edit documents
    • Legal Reviewer: Can review and approve documents
    • Viewer: Can view documents only
    • Permission Settings

    • Document Access: Control document visibility
    • Template Access: Control template usage
    • Export Permissions: Control export capabilities
    • Publishing Permissions: Control publishing rights
    • Security Features

      Data Protection

    • Encryption: Enable data encryption
    • Access Logging: Log all access attempts
    • Audit Trail: Complete activity tracking
    • Backup Security: Secure backup storage
    • Compliance Security

    • PII Detection: Identify personal information
    • Data Masking: Mask sensitive data in logs
    • Retention Policies: Configure data retention
    • Deletion Policies: Configure data deletion
    • Integration Configuration

      WordPress Integration

      Page Publishing

    • Auto-Create Pages: Automatically create WordPress pages
    • Page Templates: Use specific page templates
    • Category Assignment: Auto-assign categories
    • SEO Settings: Configure SEO metadata
    • Shortcode Integration

      `
      [legal_document id=”privacy-policy”]
      [legal_document type=”cookie-policy” version=”latest”]
      [legal_document language=”es” id=”terms”]
      `

      Theme Integration

    • Footer Integration: Add links to footer
    • Navigation: Add to site menus
    • Widget Areas: Add document widgets
    • Custom Hooks: Use WordPress hooks
    • External Integrations

      API Configuration

    • REST API: Enable REST API access
    • API Keys: Generate API keys
    • Rate Limiting: Configure API limits
    • Webhook URLs: Set up webhooks
    • Third-Party Services

    • Email Services: Configure email sending
    • Cloud Services: Set up cloud storage
    • Print Services: Configure printing services
    • Legal Services: Integrate legal review services
    • Workflow Configuration

      Approval Workflows

      Basic Workflow

    • Document generation
    • Self-review
    • Publish
    • Legal Review Workflow

    • Document generation
    • Legal team review
    • Feedback incorporation
    • Final approval
    • Publish
    • Multi-Level Approval

    • Document generation
    • Department review
    • Legal review
    • Executive approval
    • Publish
    • Workflow Settings

      Approval Configuration

    • Required Approvers: Specify required reviewers
    • Approval Order: Sequential or parallel
    • Deadline Settings: Set approval deadlines
    • Escalation Rules: Automatic escalation
    • Notification Settings

    • Email Notifications: Configure email alerts
    • Slack Integration: Slack notifications
    • Dashboard Alerts: In-app notifications
    • SMS Alerts: SMS notifications
    • Performance Configuration

      Optimization Settings

      Caching Configuration

    • Template Caching: Enable template caching
    • Document Caching: Cache generated documents
    • API Caching: Cache API responses
    • CDN Integration: Configure CDN delivery
    • Performance Tuning

    • Memory Limits: Configure PHP memory limits
    • Execution Time: Set script execution time
    • Database Optimization: Optimize database queries
    • File System: Optimize file operations
    • Monitoring Configuration

      Performance Monitoring

    • Load Times: Monitor document generation time
    • Resource Usage: Track CPU and memory usage
    • Error Tracking: Monitor errors and failures
    • Usage Analytics: Track feature usage
    • Backup and Recovery

      Backup Configuration

      Automatic Backups

    • Frequency: Daily, weekly, monthly
    • Retention: How long to keep backups
    • Storage Location: Local or cloud storage
    • Encryption: Encrypt backup files
    • Manual Backups

    • On-Demand: Create backups anytime
    • Selective Backup: Backup specific documents
    • Export Backup: Download backup files
    • Restore Testing: Test backup restoration
    • Recovery Configuration

      Recovery Options

    • Point-in-Time: Restore to specific time
    • Document Recovery: Recover specific documents
    • Full Recovery: Complete system recovery
    • Version Recovery: Recover specific versions
    • Disaster Recovery

    • Offsite Backup: Remote backup storage
    • Failover: Automatic failover systems
    • Data Replication: Real-time data replication
    • Recovery Testing: Regular recovery testing
    • Compliance Configuration

      Regulation Settings

      GDPR Configuration

    • Controller/Processor: Specify data controller role
    • Data Categories: Configure data categories
    • Retention Periods: Set retention policies
    • Subject Rights: Configure rights handling
    • CCPA Configuration

    • Business Purpose: Define business purposes
    • Data Sale: Configure sale disclosures
    • Opt-Out Process: Set up opt-out mechanisms
    • Service Providers: List service providers
    • Accessibility Configuration

    • WCAG Level: Set compliance level
    • Testing Tools: Configure accessibility testing
    • Statement Generation: Configure accessibility statements
    • Contact Information: Set accessibility contact
    • Multi-Language Configuration

      Language Settings

    • Default Language: Set primary language
    • Available Languages: Enable supported languages
    • Translation Service: Configure translation services
    • Language Detection: Set up auto-detection
    • Geo-Targeting

    • Geo-Detection: Configure location detection
    • Content Rules: Set location-based content rules
    • Language Rules: Configure language selection rules
    • Fallback Rules: Set fallback content
    • Monitoring and Alerts

      Alert Configuration

      System Alerts

    • Error Alerts: Configure error notifications
    • Performance Alerts: Set performance thresholds
    • Security Alerts: Configure security notifications
    • Compliance Alerts: Set compliance alerts
    • Maintenance Alerts

    • Update Notifications: Plugin and regulation updates
    • Backup Alerts: Backup success/failure
    • Storage Alerts: Storage capacity warnings
    • License Alerts: License expiration warnings
    • Dashboard Configuration

      Dashboard Widgets

    • Compliance Status: Show compliance overview
    • Document Status: Display document statistics
    • Performance Metrics: Show performance data
    • Recent Activity: Display recent actions
    • Troubleshooting Configuration

      Debug Settings

      Debug Mode

    • Enable Debug: Turn on debug logging
    • Log Level: Set logging verbosity
    • Error Reporting: Configure error reporting
    • Performance Logging: Enable performance logging
    • Diagnostic Tools

    • System Check: Run system diagnostics
    • Database Check: Verify database integrity
    • File System Check: Check file permissions
    • Integration Test: Test external integrations
    • Best Practices

      Setup Best Practices

      Initial Configuration

    • Complete company profile first
    • Configure storage and security
    • Set up workflows and approvals
    • Test integrations thoroughly
    • Train team members
    • Ongoing Maintenance

    • Regular security reviews
    • Monitor performance metrics
    • Keep software updated
    • Regular backup testing
    • Compliance monitoring
    • Security Best Practices

      Access Control

    • Use role-based permissions
    • Enable two-factor authentication
    • Regular password changes
    • Monitor access logs
    • Conduct security audits
    • Data Protection

    • Enable encryption everywhere
    • Implement data retention policies
    • Regular data backups
    • Secure data disposal
    • Privacy impact assessments
    • Performance Best Practices

      Optimization

    • Enable caching features
    • Monitor resource usage
    • Optimize database queries
    • Use CDN for delivery
    • Regular performance testing
    • Scalability

    • Plan for growth
    • Monitor usage patterns
    • Implement load balancing
    • Use cloud resources
    • Regular capacity planning
    • Compliance Best Practices

      Ongoing Compliance

    • Monitor regulation changes
    • Regular compliance audits
    • Update documents promptly
    • Train staff on requirements
    • Document compliance efforts
    • Risk Management

    • Identify compliance risks
    • Implement mitigation strategies
    • Regular risk assessments
    • Incident response planning
    • Continuous improvement
    • Related Documentation

    • Document Generation
    • Templates & Management
    • Publishing & Export
    • Compliance & Multi-language

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