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Setting up Record ID Assignment

To be able to assign documents via record id, the assignment type Assignment via Record ID must be set in the inbound list.

The following steps need to be completed to assign the document via record id in Document Inbound.

  1. Navigate to the Inbound List.
  2. Select an existing Inbound List or click on the New action to create a new Inbound List.
  3. Select the assignment type Assignment via Record ID.
  4. The configuration area Assignment via Record ID will be displayed for the record id assignment.
  5. Select a content type for the document. If the content type is left empty, Document Inbound will automatically look for the default content type in the Document Central - Document Library.

Document Central to DC Integration

Information

If the Document Central to DC is installed in the system, a new field will be shown called Document Central to DC Settings. Clicking on this field will open the Document Central to DC Setup page where the Document Central to DC can be configured.

The following steps need to be completed to assign the document via record id in Document Inbound with Document Central to DC installed.

  1. Navigate to the Inbound List.
  2. Select an existing Inbound List or click on the New action to create a new Inbound List.
  3. Select the assignment type Assignment via Record ID.
  4. The configuration area Assignment via Record ID will be displayed for the record id assignment.
  5. Click on the Content Type Setup in the Document Central to DC Settings field. This action will open the Document Central to DC Setup page.
  6. In the Document Central to DC page, activate the Active Document Central to DC Integration setting.
  7. Choose which Upload type to be used.
  8. Active the Configuration for the needed data type.
  9. Choose the Inbound List where the documents should be assigned to.

  10. Choose the Content Type for the document. If the Content type is left empty, Document Inbound will automatically look for the default content type in the Document Central - Document Library.

    Upload Type Description
    Upload by Post The document that comes from Document Capture, will be send to the configured Inbound List when the document is posted.
    Upload by Register The document that comes from Document Capture, will be send to the configured Inbound List when the document is registered.

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