eCopy Connector for iManage WorkSite
The eCopy Connector for iManage WorkSite allows users to scan documents directly into the WorkSite library of an iManage WorkSite system from an eCopy-enabled device.
Users can store documents in any eCopy-supported format (PDF, PDF/A, TIF Fax, TIF, JPG, DOC, DOCX, RTF, XPS, XLS and XLSX).
To be able to use this connector with the Email and folder watching service, you need to create a profile in such a way that it does not require user interaction (express). To ensure that your connector profile is such:
- Under Logon settings, set the value of Type to Login as.
- In the Navigation tab select Specify as Behavior, select a folder and turn Storage confirmation screen off, or
- Choose the Auto select behavior, provide a folder and turn both Storage confirmation screen and Autonavigation property screen off.
- In the Attributes tab, select Auto-index as the Behavior.
- Ensure that the Encryption connector setting has the User Modify parameter set to 'No' (clear the Yes check box).
The connector associated with the routing Watcher workflow needs to create output files matching the file type of the routed documents. If you want to route several different file formats, it is recommended that you set up one connector profile – rule pair for each format.
For the generic connector configuration options, see Configure connector profile.
Defining a scanning destination
For a generic description of defining a scanning destination, see Configure connector profile.
If you select Specify, then you must specify a location, such as a folder or Document Worklist that can hold documents.
Selecting the Auto Index option enables you to configure the index field values. The Document Profile screen does not appear at the device.
Authentication settings
Field Name |
Description |
---|---|
Name |
Enter the display name of the destination. |
Protocol |
This list lets you select:
|
Server |
Enter the server you want to connect to. Only available if you select COM API as your protocol. |
Server URL |
The Server URL of the REST-based API of your Worksite server. Only available if you select Rest API as your protocol. |
User name |
Enter the user name to be used. If Login as is selected, this user name is also used for authentication instead of prompting the scanning user for this information. If Runtime is selected, the scanning user is prompted for credentials at the scanning device. |
Password |
Enter the password to be used. |
Type |
Determines the authentication at the ScanStation. If Login As is selected, the authentication form is skipped and the credentials provided are used for login. If Runtime is selected, the authentication form is displayed at the scanning device. |
Search while typing |
Enables or disables the functionality. |
Use trusted login |
If checked, the trusted login settings are used when a user authenticates at the scanning device. Only available if you select COM API as your protocol. |
Trusted login settings |
Set the following options:
|
Test |
Clicking the Test button tests the connector with the current settings. |
Navigation settings
Field Name |
Description |
---|---|
Behavior |
Select the behavior you want to use:
Clicking the Browse button resets the content of the list control to the content before clicking on the Search button if the list contains search results. Otherwise it resets to the content which was in the list when the form was displayed. |
Folder name |
Displays the selected folder name. Use the ... button to browse the folder structure. |
Provide a storage confirmation screen |
Enables or disables client-side displaying of the successfully stored document's Worksite document ID. |
Provide autonavigation property screen as needed |
Enabling allows the user to enter the Client ID and Matter number on a separate client form if these values are not received through data publishing. The connector performs workspace search based on the entered values and the document is stored at the found location. If disabled, the standard navigation form appears |
Attributes settings
Field Name |
Description |
---|---|
Behavior |
Select the behavior you want to use. The available options are:
|
Select fields |
Click this button to customize the visible fields. |
eCopy values |
Select an entry in the table and click the Edit button to configure the default value of the attribute. The following attributes can be configured:
The Default value of <attribute> dialog provides a check box in order the enable/disable attribute value population from data publishing. The default value can be configured for folder default value, or administrator predefined value. Predefining is available if the target database is unambiguous, and works by either clicking the value on the displayed list, or entering it manually. The predefined value is validated against the target database, if it is possible. If not, a warning dialog is displayed, the validation process is skipped, and values are validated just before the document storing. To support the selection of a different workspace and folder with different associated Client ID and Matter number associated select the Override field's default value check box. When configuring a sub-attribute (a subcategory of a main attribute), the valid values list contains only those values which are real sub-categories of the already configured main category. The Category - Sub-Category pairs are: Class-SubClass, Custom1- Custom2 and Custom29-Custom30. |
Data Publishing keys
Published key |
Mapped Worksite attribute |
Note |
---|---|---|
ATTYPE_CLASS |
Class |
Used by the Auto select mode as well. |
ATTYPE_SUBCLASS |
Subclass |
Used by the Auto select mode as well. |
ATTYPE_CUSTOM1 |
Custom1 |
When data are provided in both ECOPY_CLIENT_ID and ATTYPE_CUSTOM1, ECOPY_CLIENT_ID takes precedence. |
ATTYPE_CUSTOM2 |
Custom2 |
When data are provided in both ECOPY_MATTER_NUMBER and ATTYPE_CUSTOM2, ECOPY_MATTER_NUMBER takes precedence. |
ATTYPE_CUSTOM3 |
Custom3 |
|
ATTYPE_CUSTOM4 |
Custom4 |
|
ATTYPE_CUSTOM5 |
Custom5 |
|
ATTYPE_CUSTOM6 |
Custom6 |
|
ATTYPE_CUSTOM7 |
Custom7 |
|
ATTYPE_CUSTOM8 |
Custom8 |
|
ATTYPE_CUSTOM9 |
Custom9 |
|
ATTYPE_CUSTOM10 |
Custom10 |
|
ATTYPE_CUSTOM11 |
Custom11 |
|
ATTYPE_CUSTOM12 |
Custom12 |
|
ATTYPE_CUSTOM29 |
Custom29 |
|
ATTYPE_CUSTOM30 |
Custom30 |
|
WORKSITEFOLDER |
- |
Used by the Auto select mode as well. |
ATTYPE_TYPE |
Type |
For more information on Data Publishing, see Data Publishing Mapper tool. The Worksite connector can also use batching when processing documents with the help of Data Publishing. For more information on batching and data publishing, see Batching and routing in ShareScan.