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A number of services are listed. Check the ones you would like to enable and configure. A tab is created for each service selected. Each tab leads to the configuration page for that service.
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DocVault Transfer
The DocVault Transfer service pushes documents and indexing information from Easyfile to the Nationwide Insurance Document Center. Click Add to begin.
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or a remote connection
https://12345.scanpointusacaso.com/spws/scanpointwebservice.asmx
Enter the profile key created in the Easyfile web.config file.
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Once the web service is successfully configured, click the View/Edit Email Settings.
Here you will setup the email service configurations settings. You will need:
The SMTP Server name.
The SMTP Port.
SMTP user and password.
Enable SSL/TLS checkbox.
You can test the settings by filling out the email addresses, subject and body. Once the test is complete, remove the test entries. Save the settings.
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In addition, you can have the administrator notified when the database connection fails.
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Under the Actions section, there are 2 actions that can be scheduled.
Start a program
Here you will be asked which program to run and if there are any parameters.
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There are two options attached
To Basket This feature will watch a folder and any documents scanned to this document will pass the document to an Easyfile basket.
Enter the Web Service URI and the folder to monitor.
Enter the Web Service Profile Key, User Name UserName and Password. Once entered and tested, click the Browse basket button to choose the appropriate basket. Each basket must have a separate folder to monitor.
2. To server Folder
Enter the Server folder location. Click Verify to ensure the folder exists.
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Enter the SMTP information and add email users to be notified.
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AD Sync
AD Sync is used to sync Active Directory accounts to Easyfile accounts, so logging into Easyfile can be accomplished with AD credentials. This feature is used if the client is not connected to AzureAD.
Enter the Easyfile Web Service URI and Profile Key Connection Settings.
Then enter the client LDAP server name, admin user and password.
Lastly, enter the group name created by the client to house the AD users who will be logging into Easyfile.
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The AD group name is connected to an Easyfile group name through Easyadmin.
After creating the users in Easyfile with their AD names, create an Easyfile group.
Once the group has been created, click the Edit pencil Icon to the right of the group name.
Check the Enable AD Sync checkbox and enter the AD group name created by the client.
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Assign cabinets, rights, and users to the group. The users added will then be able to login using their AD username. No password is needed.
Run Purge
Run Purge is a feature that purges deleted documents and their corresponding entries from Easyfile.
You must have been assigned Run Purge rights in Easyadmin to run this feature.
Enter the Easyfile Web Service URI and Profile Key. Indicate where the Write Log location will be.
Set the interval for the service to sweep the database and check for deleted records.
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Easyfile Export
Easyfile Export will complete the export of documents created inside the Easyfile program. Documents that are to be exported are put together in Easyfile through the Search function. Once the records are found, the Easyfile Export button is pressed.
At that point, the processing turns over to the Scanpoint service.
Choose the interval when the service should sweep Easyfile for documents marked for exporting.
Under Sources, click the Add button. Enter the Scanpoint Web Service URI address. Enter the site’s Profile Key and click Test Connection.
Enter the export folder location. Ensure that the Is Active button is checked.
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Other Services
The balance of the services are integrations with outside application environments. Please contact us at Caso.com for more information.