edoc contract Administration Guide

Inhalte

• Install and uninstall edoc contract

  • Install edoc contract app multiple times

• Update and migrate edoc contract to a higher version

  • Update edoc contract from build 23.7.33 or higher
  • Migrate from edoc contract app version 1.6.0 to a higher version

• Things to know about the permissions for edoc contract

  • Grant permissions for the contract overview

• Prepare and configure the d.velop documents system

  • Register edoc automate in d.ecs http gateway (on-premises)
  • Configure a service user in the d.3 repository (on-premises)
  • Configure context actions and tiles in d.velop documents (on-premises)

• Prepare and configure the d.velop documents system (cloud)

  • Configure a service user in the d.velop documents repository (cloud)
  • Configure context actions in d.velop documents (cloud)

• Configure edoc contract in the administration

  • Grant permissions for groups in edoc contract
  • Change a reminder recipient
  • Establish a connection and configuring context actions for d.velop documents (on-premises and cloud)
  • Establish a connection to any ECM system
  • Map the property groups to the ECM categories
  • + 9 more pages

• FAQ - frequently asked questions (edoc contract)

  • How do I delete a reminder template?
  • How do I change a reminder template?
  • How do I change a group for reminder templates?
  • How do I delete a group for reminder templates?
  • Where can I find the reminder templates and groups for reminder templates?
  • + 3 more pages

• REST API functions for various actions in edoc contract

  • Create a reminder with the REST API
  • Delete a contract in edoc contract with the REST API