Setup

Quick Guide

1. Complete the ARXivar setup
2. Compile the Tables setup
3. Set up the Libraries
4. Define the folder / file storage pattern

Arxivar Setup

On the Arxivar Setup page enter Client ID and Client Secret (located on the Arxivar administration page) to allow the connection between DocSolutions and ArxivarNext.

User Setup

On the User Setup page you need also to perform the user authentication:

DocSolutions Table Setup (DCS)

In DocSolutions (DCS) Table Setup, the default setups must be loaded from Actions-> Load Default:

Press YES

Select ARXivarNext and press OK.

Confirm the Client ID and Secret (already filled in by the system as they are present on the Arxivar Setup (DCS) (ARX) page).

Finally, indicate the API URL to associate the DCS app, the Document Type and the Aoo. Clicking on Import defaults the setup is completed.

Fields

Press Fields and insert the requested information:

For each line it is possible to establish whether or not the information it is mandatory

Libraries Setup

From Edit, open the Document Library(s) you wish to enable, e.g. “Sales Order”:

the system automatically enables the display of the Factbox relating to DCS on the Lists.

From Libraries we choose a default library and from Open library we set its setup:

In the Tab “Storage” we choose the ARXivar Site and the Document Library to which to connect it.

At the bottom of the page we set the attributes to be displayed on the Business Central pages:

Permissions

From the Library card-> Permissions we define which User Group, User or Permission set can read / write files in a specific location:

Mapping

From the DocSolutions Table setup (DCS) it is possible to map the fields in order to choose what to display on Sharepoint:

The Library, the name of the field, the label must be defined and a function to be associated with the field or a value must be chosen:

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