Upland AccuRoute Connect is an extensive and powerful application that allows Upland AccuRoute to integrate with various external applications without any custom programming. It uses a powerful metadata gathering technique to collect metadata from the external application it integrates with. This captured metadata can be used, for example, to generate Embedded Directives and Routing Sheets. Using an Embedded Directive or a Routing Sheet, an user can route documents to repositories like MicroSoft® SharePoint® or ObjectArchive™ where the captured document is stored using the metadata values as indices.
How Upland AccuRoute Connect works
The following example will give you an idea as to how Upland AccuRoute Connect works. In this example, the Administrator needs to integrate the Upland AccuRoute environment with a Human Resource application. This application contains employee demographic information like employee name, date of birth, email and or fax number, social security number etc. The purpose of the integration is to collect the employee metadata and use the information to create a Routing Sheet, and then use the Routing Sheet to route documents to a repository using the metadata values as indices. The integration is easily configured using Upland AccuRoute Connect where the Administrator simply creates an “Appspace” for the application (with mappings for all the demographic information fields as Xmodel elements) and installs the Appspace on the Upland AccuRoute Server.
Note: An AppSpace can be thought of as a document container for RegWins. A RegWin is a set of tabs in the AppSpace that allow the Server Administrator to associate controls on a Windows Application UI in order for the metadata to be captured.
Thereafter, whenever a user brings up the application, the user is presented an Upland AccuRoute icon in the title bar. When the user activates the icon, Upland AccuRoute Connect opens, presenting the user with one or several of the Upland AccuRoute Connect options. (The list of options the user can see, will depend on his/her configuration).
- Create Routing Sheet
- Create Scan Reservation
- View Linked Documents
- Open in Upland AccuRoute Desktop
- Upload Documents
- Link to Queue
As soon as the user selects the Create Routing Sheet option, a Routing Sheet is generated using the metadata from the current contents of the fields that are mapped as Xmodel elements.
See the Upland AccuRoute Connect Installation Guide for more information.