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Dimension Setup

To enable a valid transfer to the Shareflex DMS, dimensions must be assigned to the corresponding Shareflex parameter names in the Shareflex Dimension Setup. These parameters are used to update the metadata of an archived document in the Shareflex DMS.

Fields

Field Name Function for Aptean ECM Connect x Shareflex Documents
Code Specifies the code of the dimension.
Name Specifies the dimension code entered in the Code field.
ECM Export Specifies if the dimensions and dimension values are exported.
Shareflex Parameter Name Specifies the name of the parameter assigned to the dimension.
Locked Specifies that the related record cannot be posted in transactions because it is locked (e.g., a customer that has been declared insolvent or an item in quarantine).