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Document Management System Integration with CobbleStone Software
- 25 Jan 2024
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Document Management System Integration with CobbleStone Software
- Updated on 25 Jan 2024
- 1 Minute to read
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Document Management Integrations
Document Management systems are systems that relay files or attachments across various systems. Some examples of popular Document Management systems are M-Files, Templafy, DocuWare, and eFileCabinet.
Common Use Case Scenarios
Typically, these Document Management systems are integrated with the CobbleStone® platform to provide transfer of crucial documents. Some of the typical use case scenarios are: (diagrams below)
- Populating spreadsheets with sales data and delivering the file to integrated system
- Additional files from integrated systems appended to Contracts
- Automating workflow between systems
- Ex: new file attachments on contract causes status of contract to change
- Ex: sales metadata from purchase orders from 2022 uploaded to file system as csv.
Setup
Once connections are established linking the CobbleStone® platform with the client’s Document Management system, the integration setup can commence.
File management systems must have proper paths configured to ensure proper storage and occasionally overwrites of outdated files.
WARNING:
Certain systems cap the amount of data that can be transferred at a time. Sometimes those caps are per day some are even as limiting as per hour. In simplest terms, if a client’s system only allows 10MB of data per hour and the integration is attempting to send a file attachment that is over 10MB, the integration will fail as it cannot pass the file to its designated endpoint.
Integration Maintenance
To ensure ongoing automation and accuracy with these integrations, file pathways must be audited regularly to ensure data is being stored only in agreed upon areas. This is to be reviewed with the client to determine how often their file share paths might be changed (i.e. : server migrations/updates)
Document Management Systems Common Functionality Diagrams
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