IT Vision altusECM
Connection
Option | Description |
|---|---|
Service URL | Service URL for altusECM REST API. For example, The port is typically 9997. |
Client ID | The OAuth Client ID that was provided by IT Vision. |
Client Secret | The OAuth Client Secret that was provided by IT Vision. |
Username | The name of the user that EzeScan will impersonate when connecting to altusECM. Use the browse button […] to pick from the list of available users. |
Upload Document
Upload a document and metadata to a folder in altus ECM server.
Builtin Fields
Option | Description |
|---|---|
Folders | The folder number to upload the document to. Use the […] button to browse the available folders in altus ECM. |
Content Type | The ID of the content type to apply to upload documents. Use the […] button to choose from the list of content types. |
Document Type | The ID of the document type to apply to upload documents (for example, INT). Use the […] button to choose from the list of content types. |
Managers | The managers to associate with the upload document. |
Owners | The owners to associate with the upload document. |
Received Date | The date the document was received formatted as |
Status | The status to apply to the upload document (for example, New). Use the […] button to choose from the list of statuses. |
Summary | The description to give the document in altus ECM. |
Related Apps | Optionally add related apps to upload documents. |