doc-link Event Manager

The doc-link Event Manager allows for configuration and management of notifications and rules for a wide spectrum of elements throughout the system. Administrators can achieve full control over automated approver email notifications, workflow moves, and status reporting for ERM, Output Manager and XML modules in one easy to use interface located on the Administration tab > Event and Data Manager tile. Events are organized by type: Triggered Events, Scheduled Tasks and Reports & Alerts.

Please note that doc-link events are asynchronous, meaning they do not necessarily fire one after another in line. Because of this, the chaining of events is not supported.

The Event Manager has the capability to monitor the following from doc-link:

1. Triggered Events
   1. Capture
      • ERM Process Failure (Notifications) – A triggered event that occurs when ERM fails to process a file. When the failure occurs, Event Manager can be configured to send an email notification.
      • ERM Process Success (Notifications) – A triggered event that occurs when ERM successfully processes a file. When the file is processed, Event Manager can be configured to send an email notification.
      • Import Manager Failure (Notifications) – A triggered event that occurs when Import Manager fails to process a file. When the failure occurs, Event Manager can be configured to send an email notification.
      • Import Manager Success (Notifications) – A triggered event that occurs when Import Manager successfully processes a file. When the file is processed, Event Manager can be configured to send an email notification.
   2. Document
      • Document Created – A triggered event that occurs only when a document is first indexed into the doc-link repository. This can include automation of stored procedures and 3rd party .EXEs as well as automated'send to workflow' moves.

        Document Created (Automation)

        Document Created (Send to Workflow)

      • Document Indexed – A triggered event that occurs each time changes are made to a document (property added/updated/deleted). This can include automated workflow moves as well as email notifications relating to workflow data.

        Document Indexed (Automation)

        Document Indexed (Notifications)

   3. Output
      • Output Transmission Failure (Notifications) – A triggered event that occurs when Output Manager fails to transmit a document. When the failure occurs, Event Manager can be configured to send an email notification.
   4. Workflow
      • Delegate Action (Notifications) - A triggered event notification that occurs when an action has been made on a delegation (e.g.; created, edited, rejected, accepted, scheduled reminder).
      • Document Move – A triggered event that occurs when a document moves to a workflow status. When the 'document move' event occurs, Event Manager can be configured to send email notifications or conduct workflow automation based on pre-defined business rules.

        Document Move (Automation)

        Document Move (Notifications)

2. Scheduled Tasks
   1. System
      • Scheduled Task – An event to run on a pre-defined schedule.  This can include automation of stored procedures and 3rd party applications as well as email notifications.

        Scheduled Task (Automation)

        Scheduled Task (Notifications)

3. Reports and Alerts
   1. Workflow
      • Past Due Document Summary (Notifications) - A scheduled event to deliver notifications including summarized information for documents flagged as overdue.
      • Past Due Documents (Notifications) – A scheduled event to deliver notifications including detailed information for documents flagged as overdue.
      • Status Summary Report (Notifications) – A scheduled event to deliver a summary (count) of all documents in a user's workflow.

Remote Approvals Configuration

Event Manager Options

Running the Event Service

Exit Code Controls

Template Manager