edoc contract Administration Guide
edoc contract Administration Guide
Breadcrumbs

Configure the mappings for the ECM categories

To ensure that your users can only use contract control (edoc contract) for the contract documents in the ECM system, you must map the properties of the ECM categories to the corresponding fields in contract control.

If you have not yet added an ECM category or would like to add an ECM category later, you can define the ECM category in this step.

Things to know

You must first map the ECM categories to the property groups with Configure property group in order to define the visibility of the properties. The displayable properties are then available so that you can map the ECM categories to the properties.

For details about configuring the visibility of properties in property groups see: Map the property groups to the ECM categories

Let's suppose you have already mapped the properties and property groups and now want to assign each property of the selected category to a field of the contract control (edoc contract).

Here's how

  1. Open the administration by clicking on Administration in the edoc workplace app drawer (9-dot menu) in the edoc contract section.

  2. Click on Configure mapping for categories.

  3. Click on Add category to add a category (document type or dossier (file) type) of the ECM system.

  4. Select the category you want to add. Depending on the ECM system, you may only see the categories to which the user specified in the data sources has access.

  5. Click on Add to insert the category.

  6. Use the slider under Show contract notes to determine whether the contract notes should be visible in the contract control for this category.

  7. Click on Edit field mapping for the added categories. If no properties are displayed, you must first define the visibility with Configure property groups.

  8. Map each property of the selected category to a contract control field.

  9. Use the Show ECM properties on cover page slider to determine whether the field (the property of the ECM category) should be displayed when creating a cover sheet.

Once you have created the mappings, the selected categories and the respective mapped fields are available in the ECM system for contract documents.

If you no longer wish to make a category available in edoc contract, click Delete. The entire mapping is then deleted and is no longer available in contract control.

Before you delete a mapping that has already been used, get in touch with your contact person so as not to jeopardize the team's workflow.


See also