Configuring a network connector

  1. In ION Desk, select Connection Points.
  2. Create a network connection point.
    1. Specify the name for the connection point. For example, specify <partnername>.
    2. Click the Connect tab and complete these steps:
      1. Specify the Direction: Select Bidirectional, Send to Partner, or Receive from Partner.
      2. If you selected Bidirectional or Receive from Partner:

        In the To receive documents section, import the local authorized application credentials file.

      3. If you selected Bidirectional or Send to Partner:

        In the To send documents section, import the remote authorized application credentials file you received from the remote ION environment.

        Click Test to verify connectivity.

        Optional: Click Import and trust certificate to trust the remote ION API.

    3. Click the Documents tab and select the documents you expect to send and receive.
    4. Save the connection point.
  3. Model the required document flows and activate them.
  4. Provide these authorized application credentials to the partner's ION environment.
    Provide the list of documents you expect to exchange to the other tenant or customer.