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Setup |
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Clicking on the search icon and entering “Therefore” will display the Therefore™ Setup.
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Note:
•If it is not found, this means that the Therefore™ Connector has not been installed successfully or that the user lacks permissions.
•Setup only needs to be done once and affects all users of that company. |
For the connector to work correctly, the following settings need to be configured:
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Note:
•The username entered needs to be valid in Therefore™. It will be used for late document linking, as well as synchronizing the Therefore™ configurations. For synchronization, 'Read' permissions on the desired categories will be sufficient.
•For ‘late document linking’ also edit permissions are required, to update index data. |
