To add a document reference to a Documotive EDM integration service

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The procedure to add a document reference to a Documotive EDM integration service is as follows:

  1. Navigate to Quick Menu > System > Configuration > Integration Management. The Integration Management window is displayed.
  2. Expand the Documotive content store subheading from within the nested EDM System classification structure and select an associated integration service from the alphabetical list (or enter its name into the Search Integrations field). By default the list is filtered to show Current integration services. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Document Management. The Document Management tab is activated, revealing all discrete document launch points configured for the integration service in the EDM Document Location summary table.
  4. Highlight the row matching the discrete launch point for which an associated mapping reference will be defined.
  5. Click on New Document Reference 2. The EDM Document Reference window is displayed.
  6. Using the Repository drop-down field, select the source folder location of the document store i.e. the hierarchical sub-level of the repository where relevant content is held.
  7. Using the EDM property drop-down field, select the unique repository attribute used to identify those stored documents to be returned via this discrete launch point.
  8. Using the Cx related entity type drop-down field, select the specific focus area relevant to the internal mapping reference e.g. Asset, Rent Agreement, Repair Request, etc.
  9. Using the Cx reference type drop-down field, select the specific data element to be mapped against the corresponding EDM property value e.g. Asset ID, User Defined Field, Agreement Reference, etc. 3.
  10. Choose an Effective from date for this document mapping reference i.e. the date on which it came into effect 4.
  11. Choose an Effective to date if the document mapping reference is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the entry will be continually valid.
  12. Click on Save. The new mapping entry is displayed in the Document References summary table.


Note

1 The Search Integrations field will match against any element of the EDM service description.

2 This option is only activated on selection of an existing document location entry.

3 Only valid reference types matching the selected focus area will be available for selection.

4 The Effective from date defaults to the current system date and cannot be left blank.


See related topics...

Documotive EDM integration management overview

To add a document location to a Documotive EDM integration service

To create a new Documotive EDM integration service