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.

  1. Open the search on the top right corner
  2. Search for Document Inbound - Inbound List and open the page
  3. Execute the Action New
  4. In the newly opened wizard, click on Begin
  5. Type in the Code and Name for the Inbound List
  6. Let the Wizard guide yo, until you reach the step Assignment Configuration
  7. Choose the Assignment Method Assignment via Document Central Link
  8. 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.