Linked Documents Processing

Linked Documents is functionality built with specific integrations to sync ERP documents with DocLink repository documents automatically. Depending on your ERP system, Linked Documents may or may not be available. Please consult DocLink Support at Support@altec-inc.com to learn more about this feature and if it is available for your ERP system. Management of linked documents processing is done in Service Monitor.

Service Configuration

By default, the linked documents processing functionality is turned off. To enable it, follow the steps outlined below.

  1. From Service Monitor, go to DocLink Support Service > Management > Service Configuration. The Linked Document Processing screen will open.
  2. Select the option that will be used to control Linked Documents processing.
    1. Run Continuously will keep the service run all day without any gaps in processing.
    2. Run only between the hours allows you to configure the service to start/stop during specific times during the day to ease servers with high intermittent processing loads.
    3. Check the box to Queue new documents for Linked Documents processing to backlog processed documents that are ready to be synced with DocLink. Without this checked, DocLink will not pull in and sync new documents for processing.
    4. Choose the Maximum Number of Attempts to process/reprocess queued documents. After max attempts have been met, DocLink will cease to process the documents meeting this threshold.
    5. In the XML Import UNC Path, browse to the path where the integration will drop the synced files ready to be processed. This must be a UNC path and the path must have full sharing and security rights to the logon service given to the DocLink Support Service.
  3. Enable the Linked Documents Queue Processing process.
    1. From the Administration tab, click on the Service Monitor tile.
    2. In the service Monitor tree, highlight the DocLink Support Service.
    3. On the dashboard, click on the Processes tab.
    4. Highlight the Linked Documents Queue Processing process.
    5. In the XML Import UNC Path, browse to the path where the integration will drop the synced files ready to be processed. This must be a UNC path and the path must have full sharing and security rights to the logon service given to the DocLink Support Service.
  4. Re-start the DocLink Support Service for the changes to take effect.