Preconfigured information

These areas of the Document Management integration are already configured for you:

• The Document Management connection information was set up on the External App Parameters form in SyteLine.
• The Document Management connection point and the erp_idm document flow were added in ION Desk.
• A SyteLine-specific model was imported into Document Management. The model includes document type definitions, Access Control List (ACL) security definitions, bundling rules (also known as related documents) and a business context model (BCM) that is used to link context-sensitive documents stored in Document Management to the appropriate forms in SyteLine.