Enabling User Control modules

Prerequisite:

  • For IDM modules - Active Web Services Gateway and File Server setup
  • For Supplementary Data modules - Uploaded XSLT in each services settings

You can use this form to control post-generation processes such as:

  • Using LSP to store documents in IDM for both outgoing and incoming, or retrieve documents from IDM and attach it to LSP generated outputs.
  • Including supplementary data in the output by using XSLT.
Note: The availability of the modules depends on each service. See each service's chapters.
  1. From the Service tab, select a service from the list then click OUTPUT FILE TYPE SETTINGS.
  2. In the Output File Types window, select an output then click Settings.
  3. In the User Control Modules window, these options are available:
    IDMOutbound
    • Activate this to store documents to IDM
    • Store the documents in a zip
    IDMInbound

    Enable this option to store response files to IDM. You can store these responses in a zip.

    IDMRetrieve
    Prerequisite: Document Type setup

    Click the link in document type, then search for the document type required to retrieve documents from IDM. Click Save.

    Enable this option to retrieve documents from IDM, and attach to LSP generated outputs. You have the option to still submit the output if the attachment is not found.

    Note: Activating this module requires the IDM parameters from the BOD; otherwise, the generated output will result in Systems Error. Ensure that the Document Type that you must import to LSP is already uploaded in IDM.
    SupplementaryData
    Enable this option to transform the output using XSLT.
    SupplementaryDataTransformation
    Enable this option to add the supplementary data block in the output.
  4. Click Save.