How do I synchronize files?

Connect applications

When you purchase Document Management, customer service will help you set up Document Management to synchronize files with Connect applications. The synchronize settings tell Document Management what to do when it finds a new record in Connect. Do you want to create a new folder or a new drawer? Where do you want to create it? The synchronize settings store this information.

You may need to update the synchronize settings later. The instructions in this section will help you edit the settings Document Management will use to synchronize files with Connect applications.

In this Topic

How do I synchronize files?
1. Setting up synchronize properties

Setting up synchronize properties

1. Open...

2. Click...