Setting up an inbound list
Document Central Link needs an inbound list with assignment type Assignment via Document Link, this Assignment type can only be configured once.
- Open the search on the top right corner
- Search for Document Inbound - Inbound List and open the page
- Execute the Action New
- In the newly opened wizard, click on Begin
- Type in the Code and Name for the Inbound List
- Let the Wizard guide yo, until you reach the step Assignment Configuration
- Choose the Assignment Method Assignment via Document Central Link
- Finish the Wizard
Document Central Link works similar to the Record ID assignment type. When you select a record in Outlook, the recordID will be taken and transfered, the target record will show up here.