Configuring the DocMan service in Synergetic

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