Document Management System Integration with CobbleStone Software

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File management systems must have proper paths configured to ensure proper storage and occasionally overwrites of outdated files. 

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