Doc360 Setup - Third-Party Integration Setup

You can set up the Doc360 features related to third-party imaging vendor integration.

To enable the third-party integration setup:

Expand the Third-Party Integration Setup section, and then enter the following information.

Enable Third-party Document Management Integration

Select this option to enable the Doc360 features related to third-party imaging vendor integration. Related options then become available throughout the system. To enable your selection, you must next enter the Directory and Program name in the Application Program section.

If this option is not selected, the Doc360 third-party integration features are then hidden throughout the system.

Application Program

Enter data to help AMS360 locate and identify your third-party imaging vendor application.

The following fields are required to enable Doc360 third-party imaging features:

  • Directory: Identify the drive and directory path of the folder in which the third-party imaging application is stored. Click Browse to navigate your network and select the folder, or type the exact drive and directory path in the field.
    ExampleM:\Program Files\Doc Vendor
  • Program Name: Identify the drive and directory path of the third-party imaging vendor's executable program file.
    ExampleM:\Program Files\Doc Vendor\docvendor.exe

Icon Image for Application

The image you select from this list appears as a unique icon for third-party documents in the Info column of the Documents tab (or My Documents tab) of each applicable center.

When you click this icon, the Document Information form opens in a new window.

To obtain an appropriate image for this icon, contact your third-party imaging vendor. Once you have received an image from your third-party vendor, uploaded this image into AMS360 through the Logo Setup data entry form.

 

If you do not set up an icon image for your third-party documents, the default image is the standard Document Information icon.

Click the Logo Setup link to access the Logo Setup form. Use this form to upload an image for use as the third-party document Info icon. The ideal size for this icon image is 16x16 pixels.

Icon Image for Web Page Tabs

To obtain an appropriate image for this icon, contact your third-party imaging vendor.  The ideal height for this icon image is 16 pixels. The width should be between 20-90 pixels.

After you have received an image from your third-party vendor, uploaded this image into AMS360 through the Logo Setup data entry form.

If you do not select an icon image for your third-party documents, the default image is the standard Document Information icon.

Third-party Menu Text

Type text that will appear in the Doc360 menu, as accessed from applicable centers.  When a user selects this text from the Doc360 menu, it launches the third-party vendor application.

If you do not type text for your third-party vendor, the list selection defaults as "Doc Vendor."

Logo Setup

Click this link to access the Logo Setup data entry form.

If you haven't yet uploaded icon images for your third-party vendor, then this link provides easy access to the form so that you can complete this task.

 

You must complete this task before you can select an Icon Image for Application or an Icon Image for Web Page Tabs.

Enable Third-Party Document Management Browser IntegrationSelect this option to enable the Doc360 features related to third-party browser integration. For example: ImageRight WorkSmart.
Base URLEnter your custom URL for the browser application. For example: www.mycompany.worksmart.com
Customer AttributeEnter your browser application custom attribute for Customer. This will become a part of the URL that will take the user directly to a specific Customer in the browser application. For example: CustID
Policy AttributeEnter your browser application custom attribute for Policy. This will become a part of the URL that will take the user directly to a specific Policy in the browser application. For example: PolID
Logo Setup

Click the Logo Setup link to access the Logo Setup form. Use this form to upload an image for use as the browser application icon, plus an icon for the web page tab.

The ideal size for the browser application icon image is 16 x 16 pixels.

The ideal size for the web page tab icon image is 16 pixels high and between 20–90 pixels wide.

To obtain an appropriate image for this icon, contact your browser application vendor. Once you receive an image, upload it into AMS360 via the Logo Setup data entry form.

Icon Image for Application

The image you select from this list will appear as a unique icon for the browser application

When you click on this icon, the browser application will open in a new window.

Icon Image for Web Page TabsThe icon you select will appear on the browser application web page tab.
Third-Party Menu TextType text that will appear next to the application icon, as accessed from applicable centers. When a user selects this text, it will launch the browser application.

What's Next?

Do you want to enter additional information in the Doc360 Setup form? See Doc360 Setup for more information.

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