Starting from a business system
Many organisations do not start primedocs by hand but from their business system (GEVER records management system such as CMI or Fabasoft, ERP, CRM) or an application of their own. The business system passes on data such as case number, recipient or subject, and primedocs fills them into the document. This interface is called Connect.
Applies to: primedocs Web. Whether and how your business system calls primedocs has been set up by your organisation.
How to recognise Connect mode
When a business system opens primedocs Web, a banner at the top indicates active Connect mode.
The data passed on is already entered in the form or is inserted on creation. Depending on the call, the template is already chosen as well.Procedure
- In the business system, open the case, file or contact and trigger the primedocs action, for example Create document.
- primedocs Web opens with the banner. Check the fields passed on, fill in the missing ones.
- Create the document. The configured output decides whether the document is downloaded or handed to the business system. Check the result message shown.
Limits in Connect mode
- The live preview is not available.
- Depending on the setup, values passed on cannot be changed.
- Close in the banner leaves Connect mode and you work normally in primedocs Web again.
If something does not work
| You see | What helps |
|---|---|
| No live preview | Not available in Connect mode, so the preview image remains. |
| Values passed on cannot be changed | The field was passed on read-only. If provided for, change the source data in the business system. Otherwise, ask support. |
| The document does not appear in the business system | Check the result message in primedocs Web (also under Executions) and inform support. |
Examples
- CMI: creating documents from a file, automatic filing back
- SharePoint and Microsoft Teams: primedocs in Microsoft 365
How a business system is connected to primedocs is described for administrators under Connect.