New/Edit Applications

On the New/Edit Application Window you will configure the type of application you are integrating with and whether the integration will utilize Workflow.

  1. Select an appropriate Application Name. If you will be integrating with more than one application choose a name that uniquely identifies this application from another.

  2. Select the appropriate Application Type from the drop-down list based on the kind of application you are integrating with. Your choices are:

  1. If you will be utilizing Workflow with this application, check the enable doc-link Workflow for this application checkbox.

  2. The Clipboard Settings... button enables only if Text is selected in the Application Type field and use Windows Clipboard for data retrieval is enabled.  It is not applicable if configuring HTML or Windows applications.

Expand the + sign next to your application name in the folder list, to access configuration options for specific: