eDocs (for document management) creates a library that consolidates documents, e-mail, graphics, PDFs, engineering drawings, scanned paper, and electronic-based records for easy access, retrieval, and collaboration. Records are accessed in the repository by writing a file with a DRF extension. eDocs integrates with CSM so that Users can send a hyperlink to a document stored in a the eDocs DMS using a eDocs identification number.
Have the eDocs document IDs on-hand before the CSM
integration. This can be done by manually populating a lookup table or a data integration to the eDocs records.
Steps to Integrate
The Filename properties window opens.
The Run program Step window opens.
The linked document opens.