Learn the basic steps for setting up edoc archive service.
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Grant permissions for ERP service users for edoc archive service -
Configure a connection to your ERP system -
Configure a connection to your ECM system -
Map an ERP system to an ECM system -
Configure data synchronizations per system mapping (Microsoft Dynamics) -
Configure report archiving per system mapping (Microsoft Dynamics) -
Configure ECM drop zones per system mapping (Microsoft Dynamics) -
Configure imports of incoming documents from the ECM system per system mapping (Microsoft Dynamics) -
Configure the archiving process of attachments per system mapping (Microsoft Dynamics) -
Configure an endpoint for a webhook to change values for ECM destination properties during archiving -
Transfer the edoc archive service configuration to the ERP system (Microsoft Dynamics)