Preparing to send documents

Use this procedure if the selection is "Send to Partner" or "Bidirectional".

  1. Configure an ION Network connection point. If you already have a connection point to receive documents from the other ION environment, reuse that connection point.
    1. Import the authorized app credentials you received.
    2. Click Test to verify connectivity.
    3. Assign the documents to send.
  2. Model a document flow where this connection point routes messages to the required connection points in your ION environment.
  3. Activate the document flow.