To create a new iManage Work EDM integration service

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The successful sharing and, where applicable, transfer of documentation between iManage Work and Civica Cx Housing is conducted through an Integration Management service instance. For end users with appropriate access privileges, this customisation extends to the control of all forms and action buttons from where externally held documents can be retrieved, specifying the document classifications that are applicable - Tenancy Agreements, Court Applications, Repair Confirmations, Gas Certificates, etc. - and also their overarching category.


The procedure to create a new iManage Work EDM integration service is as follows:

  1. Navigate to Quick Menu > System > Configuration > Integration Management. The Integration Management window is displayed.
  2. Click on New Integration. All fields are activated ready for data entry 1.
  3. Using the Company drop-down field, multi-select all companies applicable to this EDM integration service, or choose the All option, as required 1.
  4. Enter a name for the EDM integration service into the Name of Integration field provided 2.
  5. Using the Type of Integration drop-down field, select the specific parameter value of EDM System; set the adjacent Integration field to iManage.
  6. Use the Description field to add contextual information in support of the EDM integration service.
  7. Enter the unique web service address for the incumbent EDM system into the Reference field provided.
  8. Enter the Password reserved for access to the document store via web service integration.
  9. Choose an Effective from date for this EDM integration service i.e. the date on which it came into effect.
  10. Choose an Effective to date if the EDM integration service is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the service will be continually valid.
  11. Use the Active tick box provided to determine the operational status of the EDM integration service.
  12. Click on Save. The new EDM integration service appears in the alphabetical list, underneath the associated categorisation headings.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 Upon first access, all fields are automatically activated ready for data entry; hence the New Integration button is inactive.

2 System validation rules ensure that the name entered for each EDM integration service is unique for the effective period.


See related topics...

iManage Work EDM integration management overview

To add a document location to an iManage Work EDM integration service