Integration
ecoDMS in IDA: file documents where they belong
Documents belong in the archive - but they have to be findable at the customer. IDA files outgoing documents into ecoDMS and pulls incoming ones back for processing.
What IDA reads from ecoDMS
- Incoming documents from the archive
- Their metadata
What IDA does with it
- Outgoing documents move into the archive by themselves, with no step in between
- Incoming invoices can be captured from the archive and matched to purchase orders
Who it is for
Businesses already running their archive on ecoDMS.
Setup: Store the connection to the ecoDMS server and define the filing rules.
Every integration in IDA has its own switch. Turn it off and it disappears completely - including the columns, filters and reports that belong to it. You only see what you actually use.
Vendor website: ecoDMS. ecoDMS is a trademark of its respective owner; IDA connects to the system technically, which implies no partnership.
Related
- Paperless-ngx - Documents
Questions about the ecoDMS integration
Can I use ecoDMS and Paperless-ngx at the same time?
No, deliberately: two archives side by side means two truths. IDA keeps exactly one of them active.
Everything in one interface - for you too
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