Document Type Setup
Different document types which are should be archived in Shareflex DMS firstly need to be added to the Shareflex Document Type Setup.
Fields
| Field Name | Function in TRASER ECM Connect 365 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 subwebsite in the Shareflex Sharepoint. |
| DriveId | Identifies the directory in which the document for this Shareflex document type should the saved in. |
| ListId | Identifies the list in which the entries for this Shareflex document type should the saved in. |