External Document Link

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 Asset record 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.

Note:  The Admin Portal > Settings > System Settings > Documents > Enable External Document Integration option must be enabled to use this feature.

Lock and key icon 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 select downward arrow external document in the Toolbar. The following pop-up appears:

  • Select the Add button:

  • Enter 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.
  • Select Save.
  • Select a record in the grid.
  • Select the drop-down arrow next to downward arrow external document. A list of external document links appears.
  • Select the desired link. The system automatically inserts the ID for the selected record and opens the link.