Users open the contract control, the reminder overview, and other pages of edoc contract with the help of integrations in d.velop documents. To ensure seamless working in d.3one (d.velop documents), integration in d.ecs home (start page, dashboard), and in the DMS app (everything to do with documents) is available for edoc contract.
Set up the integration for the start page
You can create your own tiles (features) in d.ecs home (start page of d.3one). A tile for the edoc contract reminder overview is integrated on the start page by default.
If you use edoc contract in the edoc platform master environment, the tile is automatically registered and available to you.
If you use edoc contract in an environment other than the master environment, the tile is not registered automatically. In this case, you must create the tile manually via the d.3one configuration interface.
Here's how
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Go to Configuration > Appearance > Start page > Custom apps to create a new feature.
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Enter meaningful text for the feature under Title, Subtitle, and Description.
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Enter the correct URL under Navigate to URL. Example: https://<d3one_basis_url>/<environment name>/edoc-automate/exec/edoc-contract/reminder-overview
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Enter the correct URL under URL for the icon: https://<d3one_basis_url>/<environment name>/edoc-automate/proxy/assets/edoc-contract/images/reminder_overview.png
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Enter the value #009BF0 under Color.
The tile for the reminder overview in d.velop documents is displayed on the start page.
Set up the integration for documents
The DMS app is the application that enables access to documents and files. In the DMS app, you can register context actions that are displayed for each document. In edoc contract, there are the context actions Create new reminder, Contract control, Show contract properties, and Create cover sheet.
If you use edoc contract in the master environment of edoc platform, the context actions are automatically registered and are available to you.
If you use edoc contract in an environment other than the master environment, the context actions are not registered automatically. In this case, you must create the context actions manually in the extensions.json file in the d.3one installation directory.
In the extensions.json file, you can adopt the structure of the context actions that is provided during the automatic registration of the DMS app. See the structure of the context actions at https://<d3one_basis_url>/<environment name>/edoc-automate/dvelop/dmsobjectextensions.
For more information about the registration of context actions using the extensions.json file see the d.velop knowledge base in KB article no. 000001061.