Establish a connection and configuring context actions for d.velop documents (on-premises and cloud)

You must define a search pattern as a URL template so that your users can also work with the contract documents from the ECM system. The URL is supplemented with the placeholder {ecm_id} so that the contract documents can be found in the ECM system.

For d.velop documents you have to activate the slider Is the connected ECM system a d.velop ECM system? After activating, you can enter the base URL and the repository ID for d.velop documents and configure the activation conditions for the context actions Contract control, Create new reminder, Show contract properties and Create cover sheet.

If you want to use an ECM system other than d.velop, find the details for establishing a connection here: Establish a connection to any ECM system

How to define the URL for displaying contract documents in d.velop documents

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 Establish connection to the ECM system.

3. Activate the slider to use the ECM system d.velop documents (d.3one).

4. Enter the basic URL of d.velop documents under Common settings. Example:

   https://<d3server.company.local>/
   

5. Enter the repository ID of d.velop documents.

This URL displays the document or dossier directly.

How to define context actions for the contract documents in the ECM system

Under Settings for d.3one, enter the corresponding activation conditions in JSON format for the three d.3one context actions Contract control, Create new reminder, Show contract properties and Create cover sheet. Thus, you control in which repositories which categories and also with which permissions the context actions should be displayed.

Save the configuration.

Example of an activation condition in JSON format

Suppose you only want to display a context action in a specific repository (document management) and for a specific category.

In the following code example, the repository is specified with the property ID repository.id and the category with dmsobject.property_category_uuid. You must specify the value of the respective property ID 36-digit UUID.

The context action in d.3one is only displayed in the specified repository and in the specified category.

[
  {
	"propertyId": "repository.id",
	"operator": "or",
	"values": ["e632f767-5cfa-538d-ab55-6756c36a74c9"]
  },
  {
    "propertyId": "dmsobject.property_category_uuid",
    "operator": "or",
    "values": ["e940f648-5cfa-107d-ab66-7867c47a85c0"]
  }
]

For more information about configuring the activation conditions see the d.velop API documentation for the DMS app in the Developer Portal of d.velop AG.