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Document Type Setup

Document types that are to be archived in the Shareflex DMS must first be added to the Shareflex Document Type Setup.

Fields

Field Name Function for Aptean ECM Connect x Shareflex Documents
Name Specifies the name of the document type.
Table No. Specifies which table number the document type is based on.
Table Name Specifies the name of the entered table number.
Table Filter Specifies the value of the Document Type field.
Report ID Filters the setup for a specific report.
Type Specifies if this is a document or a Filebox attachment.
SiteId Identifies the website in the Shareflex SharePoint.
SubSiteId Identifies the subsite in the Shareflex SharePoint.
DriveId Identifies the library in which the documents for this Shareflex document type are saved.
ListId Identifies the list in which the entries in Shareflex for this document type are saved.