The DMS connector routes documents from the server to a company's document management system (DMS). Before adding a DMS connector, review DMS connector requirements.
To add a DMS connector
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Start the Server Administrator.
On the Start menu, click Upland AccuRoute > -
Expand the Server Administrator tree.
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Right-click Connectors. Select New Server connector > DMS. The License dialog box appears.
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In the License text box, type the connector license.
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Click Next. The Server Address dialog box appears.
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Click Next. The Display Name dialog box appears.
Alternately, if you want the connector to run on a remote server, click Remote Server and type the server name. Click Next.
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In the Name text box, type an appropriate name.
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Click Next. The DMS Type dialog box appears.
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Select a DMS from the drop-down list.
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Click Next. The Congratulations dialog box appears.
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Click Finish. The new DMS connector is listed in the Connector details pane. Users can route documents to their configured DMS.
Note: When using a Remote DMS connector, the DMS client application must be installed and configured on the remote system.
See also
Supported Document Management Systems