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Setup

This chapter describes the installation and setup of Aptean ECM Connect x Continia Expense Management in your system. It is divided into the following sections:

Installation

During installation, the following setup steps are carried out automatically:

  1. A new Aptean ECM Connect Filebox category named Expense Management with the EXPENSEMANAGEMENT category code is created in Aptean ECM Connect.
  2. The Expense Management category is linked to the Continia document table, so that archived documents are automatically assigned to the correct category in the document management system.

Manual data migration or table setup is not required.

Note

In the case of a new installation (e.g., after uninstalling and reinstalling), the automatic setup steps are skipped to avoid duplicating existing configuration data.

Setup and Configuration

All configuration for this extension is found on the ECM Connect Setup page, which is expanded to include a new Expense Management FastTab after installation. The following sections describe how to make the necessary settings.

Activating Document Attachment Archiving

The Expense Management FastTab contains the Archive Expense Attachments option. If this option is activated, the extension automatically archives all corresponding attachments in the document management system when a document or expense report is posted. By default, this option is deactivated. To activate archiving, proceed as follows:

Note

This option is only available if the Filebox Active toggle switch is activated. If you deactivate the Filebox Active toggle switch, Archive Expense Attachments is also automatically deactivated.

  • Use the quick search (ALT+Q) to find the ECM Connect Setup page.
  • In the Expense Management FastTab, activate the Archive Expense Attachments option.

Filebox Setup

You have successfully activated the archiving of document attachments.

Checking the Filebox Category

After installation, make sure that the Expense Management category exists and has been correctly linked to the Continia document table. To do so, proceed as follows:

  • Use the quick search (ALT+Q) to find the ECM Connect Filebox Categories page.
  • Find the entry with the value EXPENSEMANAGEMENT in the Category Code field and Expense Management in the Category Name field.
  • Click Open Related Tables in the menu bar.
  • Check if the Continia document table is listed in the linked tables.

Filebox Category Related Tables

You have successfully checked the Filebox category.