Automatically export documents into ecoDMS

Automatically export documents into ecoDMS

How to set up document export between GetMyInvoices and ecoDMS

1. Begin Integration Process

Login to GetMyInvoices > Choose “Synchronize” in the right-hand menu > Click “Add Synchronization Account” > Click “Export” > Choose ecoDMS> Click “Continue”!

1. Begin Integration Process

2. Add Synchronization Settings

Choose how often documents are to be synchronized > If required, add a note > Click “Extended Settings” > Specify the export document types and tags, if needed activate the approval field > Decide, whether documents should be archived after the transfer in GetMyInvoices > Click “Continue”!

2. Add Synchronization Settings

3. Add Synchronization Account

Enter the account type and name > Enter the ecoDMS host, ecoDMS port, your user name and your password > Under “Path”, specify the folder the documents should be exported to, and click “Continue” > Decide, whether all documents should be synchronized in one folder or whether you’d like to have subfolders > Define the time period > Click “Save”!

3. Add Synchronization Account

GetMyInvoices automates document transfer to ecoDMS

ecoDMSArchiv is a document management software that enables users to scan, archive, manage and source any type of document or information via PC, smartphone or tablet. Working with the software is comfortable and straight forward. For example, all documents can be archived, automatically and fully text indexed and, if required, classified without any further intervention – in just a few mouse clicks. By means of intelligent template recognition, ecoDMS determines the document affiliation and assigns the files for the responsible user to the correct location. The software works legislation- and revision-compliantly.

Documents from the invoice management solution GetMyInvoices can be automatically archived in ecoDMS. This way, the numerous incoming invoices get into the system promptly and without exerting manual effort. The set-up is dealt with in a matter of minutes.

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