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eDOCs Integration

Overview

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.

Recommendations

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.

Related Reading

Steps to Integrate

  1. Create a One-Step
  2. In the General options window, click Add>Write to File.
  3. In the Filename field, right-click and select Filenames>New filename.

    The Filename properties window opens.

    02_Integration_eDOCS_NewFilename

  4. In the Filename properties window, in the Name field type a name .
  5. Verify that Filename includes a full path and Use custom extension: check boxes are selected.
  6. In the Use custom extension field, type DRF.
  7. Click OK.
  8. In the Write file Step window, enter a Name, a Filename in the corresponding text fields.
  9. In the Contents section, enter the link to an eDOCS file, and then click OK.

    02_Integration_eDOCS_WriteFileStep

  10. In the One-Step General window, click Add>Run a program.

    The Run program Step window opens.

  11. Type a Name and Filename is the corresponding

    02_Integration_eDOCS_RunProgramStep

  12. Click OK to run the program.

    The linked document opens.

See Also

About CSM Integrations

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Lansweeper Integration: View Examples

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