The External Document Link tool enables users to configure Lucity to search for documents in a third-party document-management system.
What system(s) can I integrate with Lucity?
Lucity can link to any document-management system that allows users to access documents through a URL that includes the ID for the document asset.
What do I need in Lucity?
Each Lucity Assetrecord must store the ID that the document-management system uses to identify the document. Ideally, the Common ID applied in Lucity will be the same as the ID used in the document-management system.
This function requires the Lucity Apps > Lucity Web > Configure External Document Links permission.
In the Lucity module, find the field that contains the ID that is used by the external document-management system.
Open the Field Properties for that field and write down its PropertyName.
Return to the Lucity module and click the button on the menu. The following pop-up appears:
Click the Add button:
Type in the URL for the external document system.
At the spot in the URL that should contain the ID the Document System uses for the asset, enter %%PropertyName%% using the property name you collected earlier.
Provide a description to help users identify the source of the documents.