Integrated Document Providers

You can use the Integrated Document Providers page to add or edit document management provider.

Prerequisites

To view the page, you must have Contact Manager - Configuration - Integrated Document Providers - View authorization

To edit the page, you must have Contact Manager – Configuration - Integrated Document Providers - Manage authorization.

Your institution must have selected Yes for Allow Additional Document Providers Select Yes to enable additional integrated document providers other than Perceptive. If you enable this feature, the Document Integration settings for Campuses in the Contact Manager and Admissions tiles are disabled. Select No if you only want to use the native Contact Manager functionality or use Perceptive under Document Integration settings for Campuses in the Contact Manager & Admissions tiles. option in Advanced Features for the system settings for Anthology Student. (Select the Settings tile > expand System > select Advanced Features.)

To edit an item associated with more than one campus, you must have access to all the campuses. For example, if the item is configured to be available at three campuses and you only have access to two of the campuses, you can view the item, but cannot edit it. When you add an item, you can only select campuses to which you have access.

Access Method

Select the Configuration tile > expand Contact Manager > select Integrated Document Providers.

Filters

By default, the grid displays all records for the campuses you are authorized to work with. You can use the drop-down at the top of the page to display only records for a specific campus.

Procedure to Add or Edit Items

1. If you want to:

   • Add a new list item, select the New button on the toolbar

   • Edit an existing list item, select the name in the list

2. Review, specify, or change the following values.

All Campuses Indicates whether all campuses support the integrated document management service. If you select Yes, it disables the Campuses field. Campuses The campus or campuses to which a person or item is assigned. It is filtered to display the campuses where you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column. This field is disabled when you select Yes in All Campuses field. Capture Profile The capture profile that you configured in Perceptive Content that defines the capture files in Perceptive Content. Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. Custom Folder The name of the custom folder used to store documents for the campus in Perceptive Content. Document Provider Indicates the document provider. The options are Hyland-Perceptive and Hyland-OnBase. Only a single document provider is enabled per campus.

Enable Integration Indicates whether or not the integration is enabled. Name The descriptive name of the item. Prerequisite Student Creation Specifies whether or not student creation is required based on the option selected in the Document provider field. System Specifies whether the value is system-defined. Yes indicates that the item is defined by Anthology Student. No indicates that your institution added the item. You cannot delete or deactivate items that are system-defined. Some or all values might also not be editable. URL The URL for the external content management software. Uses Interface Indicates whether the Document Management Provider uses the interface. When you select: - Headland - OnBase or SchoolDocs as the Document Management Provider, this field is automatically set to No. As a result, the URL, Custom folder, and Capture Profile fields are disabled. - Hyland - Perceptive as the Document Management Provider, this field is automatically set to Yes. As a result, the URL, the Custom folder, and Capture Profile fields are enabled.

3. Take the appropriate action.

   1. Select the API Settings tab, review, specify, or change the following values.

      Date Added The date when the item or person was added or the status change was entered. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time. Description Text that describes the item.

      Modified By The name of the person who changed the item. Settings Indicates the name of the setting. Value Indicates the value associated with the field. You can add a value to the settings.

   2. In Keyword Type Group, review, specify, or change the following values.

      Date Added The date when the item or person was added or the status change was entered. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time. Description Text that describes the item.

      Modified By The name of the person who changed the item. Settings Indicates the name of the setting. Value Indicates the value associated with the field. You can add a value to the settings.

   3. In File Type Extensions, review, specify, or change the following values.

      Date Added The date when the item or person was added or the status change was entered. Date Modified The date when the item was changed. On some pages, it also includes the timestamp for the time. Description Text that describes the item.

      Modified By The name of the person who changed the item. Settings Indicates the name of the setting. Value Indicates the value associated with the field. You can add a value to the settings.

4. If you want to save and: 

   • Continue making changes, select the Save button

   • Continue to add another item to the list, select the Save & New button

   • Close, select the Save & Close button