2.5 No code integration to EDMS apps

The team at IEG4 have always had the ability to link online forms to back office EDMS apps. But this required this to be done adhoc through the database.

We've now added the capability in eDesigner that you can create integration to your back office EDMS without code yourselves. This means you can build a form for any purpose i.e. for housing, council tax, benefits, trees, licensing, anything, and be able to:

a) save the PDF from the form to a file location

b) rename the PDF based upon data in the form or the IEG4 form reference

c) save a CSV related to the form which contains data that enables automated indexing, placing into the appropriate queue etc.

This is all controlled within a single new action called:

SaveDocumentAndControlCsv

Creating an action

To add an action to a form you need to open the details page for that form and click on the 'Actions' link: