Configuring Optiva

  1. Add the Document Types to the Optiva Symbol form.
    1. Click the Document Codes tab.
    2. The Function Code must be identical to the IDM Document Type ID. These codes are case sensitive. The Document Type ID is identified as <name>OPTIVA_ENTITY</name> in the XML file.
      Optiva Function Code IDM Document Type ID
      ARTWORK ARTWORK
      OPTIVA_ITEM_DOCS OPTIVA_ITEM_DOCS
      VENDOR VENDOR
    3. The Function Code description does not have to be identical to the IDM Document Type description.
    4. Select Text/Attachments or Attachments from the Capabilities list. This enables users to upload text and image files (e.g., PDF files and JPG files).

      In the Symbol form, you can create Function Codes and specify URL in the Capabilities field. This option enables users to attach URLs instead of files. The URLs are not uploaded to IDM.

    5. Leave the Embedded Files Type field blank.
  2. This step is optional. Create a filter for the Function Codes that you want displayed in the Attachments grid. In this example, the Filter is called GLOBALDOCCODES.
    1. Assign a lab to the filter, such as the Global lab.
    2. Assign a role, such as RL_ADMIN, or a user to the filter.
    3. Assign the function codes to the filter.

      These Function Codes are the IDM Document Types that you assigned to the Item Symbol.

  3. This step is optional. You can limit the list of Function Code choices that are displayed in the Attachments grid. See Specifying form controls for function codes.
  4. Configure the browser, if necessary, to allow pop-ups. This ensures that when Optiva users click the IDM link in the Attachments grid, the file is displayed.