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The Document Integration module allows for MAGNET to seamlessly integrate with a supported third party document management solution. This allows for users to add files to MAGNET and have them be synchronized with the external application and fill out any supported "templates" or document information in the remote system. Additionally, documents added to the third party software(if proper information is available) will also show in the MAGNET software. |
Supported Integrations
MAGNET provides an integration to several document management systems.
Laseriche
AODocs (beta)
AODocs integration is not available for production release at this time and will be added in the future based on client demand
Integration Features
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Laserfiche Integration
Automatically send and retrieve documents from MAGNET to Laserfiche.
The ability to configure dynamic Laserfiche folder using MAGNET data fields.
Laserfiche Template data can be automatically filled out when documents are pushed to Laserfiche.
MAGNET generated reports can be configured to automatically synch on creation.
Document Upload
When uploading a document (Select action > Add Document), you will see a checkbox labeled "Synchronize to folder:" with a select box at the end.
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When checked, the uploaded documents will automatically be synced to the folder selected in the drop-down.
Document Right-Hand Side(RHS)
The document list on the RHS will include a new icon next to the file name. The icon will change in appearance and color to indicate the sync status of the document.
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