Business Integration Solutions documentation

How to: Use the Document Management feature

You can use Document Management in three ways:

• Individually: Set up the Document Management fact box on a page and use drag and drop to link and archive files for NAV records.
• With Notifications: Use the Document Uploader activity in notifications to link and archive attachments for NAV records.
• Combined: Use a combination of both approaches.

To use the drag-and-drop feature:

1. Open the page for which you added the Document Management fact box.
2. Drag a file from your local system and drop it onto the area that says Drop Files Here.
3. A hyperlink creates for the file. If the hyperlink is not visible, select the refresh icon.
4. The file is now linked to the record and archived in the location specified in the Document Management Setup page.

You can delete the file from the fact box area by selecting the delete button next to the file name.

To use Document Management with Notification Management:

1. Go to Departments > Business Integration Solutions > Notification Management > Design > Notifications.
2. Open an existing notification or create a new one.
3. Select the DOCUPLOADER activity in the element list.
4. In the pipeline, place the DOCUPLOADER activity at the end of the pipeline.

When you process the notification for a record, the attachment links to the record and archives in the location specified in the Document Management Setup page.