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Open Documents & Folders

The documents and folders set up in the Link Setup for the parameter translation between Microsoft Dynamics 365 Business Central and the connected Shareflex DMS define the call parameter with which the document or folder is called.

The call can be made via the respective document.

Sales Invoices (Example)

ecm

You can call the document or folder via the ECM button in the menu bar.

open document

To call a document, an ECM Response ID must exist for the respective entry on the ECM Connect Report Export Entries page. Furthermore, the fields for the Shareflex Link must be set up on the ECM Connect Setup page.

open folder

To call a folder, the fields for the Shareflex Link must be set up on the ECM Connect Setup page. The ECM Document Type Name must also be entered in the ECM Connect Link Setup. For the call, a combination of the parameters entered in the ECM Connect Field Link Setup is integrated into the URL call.

Filebox Export Entries and Report Export Entries

These two export entries are similar to the call via Open Document in the example above.
Here, the link is called directly with the specified ECM Response ID.