WorkSite Web Extensions

The Upland AccuRoute WorkSite Web Extensions supports the following integrated functionality.

  • Sending documents to WebApps via the Send to Upland AccuRoute option
  • Import with Copied Profile allows to modify the properties of a document
  • Upload the document to the folder using the Upload Scan

Note: WebApps must be configured to use HTTPS.

Configuring WorkSite Web Extensions

To configure the WorkSite Web Extensions

Pre-requisite: Install the Server and WebApps Client.

  1. Install the Desksite client on the server.
  2. Launch the Server Administrator.
  3. Go to Connectors node, right-click and select Worksite as a new Connector.
  4. Provide the WorkSite Server Name and login credentials and click Finish to add the Worksite connector.
  5. Verify the Worksite connector is added to the Connectors list.
  6. Go to the Configuration > WebApps > Default. The Default Profile Properties dialog box appears.
  7. Select the Features tab.
  8. Click Add and select WorksiteWebExtension. The WorksiteWebExtension Feature Properties dialog box appears.
  9. Provide the WebApps URL as https://arservername/accuroute make sure the server name and accuroute is lowercase.
  10. Provide the WorkSite Web URL as https://worksiteservername  in the WorkSite URL field.
  11. Provide the name of the WorkSite Server in the Worksite Server field.
  12. Click on the Generate Extension Configuration File and save the configuration zip file.
  13. Click OK to add the WorksiteWebExtension.

Installing WorkSite Web Extensions

To install WorkSite Web Extensions

  1. Place the WorkWebExtension zip file generated on the server in the WorkSite server folder: [WorkSite Install Folder]\web_module\ext\installed.
  2. Restart WorkSite services

Testing WorkSite Web Extensions

  1. Launch the WorkSite Web using the URL [https://worksiteservername]
  2. Right-click on the document in the workspace to see the extension options.
  • Send to AccuRoute
  • Import With Copied Profile (Pre-requisite: Install the Server and WebApps Client)

See also

About WebApps

MyFiles

AddressBook Integration

Customizing WebApps Link