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Overview

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

Regardless of the integration being used, the features that become available in MAGNET are the same. The items that are changed when the document integration is enabled are detailed below

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.

When checked, the uploaded documents will automatically be synced to 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.

Grey - Disconnected

This icon indicates that this particular document has not been synchronized to the remote server.

Clicking this icon will attempt to synchronize this document with the document integration server.

Green - Connected

This icon indicates that the document was synced successfully and is contained in the remote server.

Clicking this icon will desync this document and remove it from the document integration server.

Blue - Remote

This icon indicates that a document was found on the remote server and was linked to this case, but does not exist in MAGNET.

Red - Error

This icon indicates that there was an error when attempting to synchronize the document.

Clicking this icon will attempt to resynch the document with the server. If the issue persists, please contact CSI Support at csi4help.com. The most common cause for sync failures are changes to the document templates(Making new fields required, etc.)

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