Video Overview ~ Document Imaging Configuration

Step by Step Guide

The following steps will show you how to setup the document imaging integration in CL Connect.

1. Open CL Connect and select Event Notifications and Documents.

2. Navigate to Event Notifications on the left hand side of the page. Once there, enter the Event Notification number (generally 403) and change the drop-down to Document Retrieval.

3. Navigate to Documents on the left hand side of the page and enter the Document Storage File Path.

4A. If you would like to generate an index file for your document imaging system to consume, select True in the Index File Enabled section and move on to step 4.

4B. If you don't want to generate an index file click Continue and proceed to step 5.

5. Move on to the next step here: File Definitions.