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Use the following configuration settings and lookup tables to configure Synergetic to use the DocMan service.
 

Lookup tables
See Maintaining lookup tables.

Lookup table

Description

See

luDocument-Classification

Used to define a list of valid document types and configure how they are managed within Synergetic.

luDocumentClassification lookup table

luDocument-SourceCode

Used to define source codes that are recognised by the DocMan service.

luDocumentSourceCode lookup table

luDocument-Type

Define:

  • the file formats accepted by the DocMan service
  • any restrictions on file size per file format.

luDocumentType lookup table

...

Key configuration settings
See Maintaining configuration files.

Configuration setting

Description

See

Document: Classification

Used to set the default classification for documents imported into the DocMan service or emails.

Document:Classification configuration setting

Pattern

Used to set the regular expression used by the DocMan service to parse information from the document's file name.

Pattern configuration setting

SynSuperUser:Authorised

Used to determine whether the SynSuperUser security group receives access to all document classifications.

SynSuperUser:Authorised configuration setting