How to request ECM Integration with E-Forms and SharePoint

1. Identify Documents in E-Forms/SharePoint to Synchronize

Determine which documents in e-forms, or SharePoint items are essential for integration with the ECM. This ensures that only relevant and critical data is synchronized.

2. Identify the Unique ID(e.g. FormID) of the document and the Essential Keywords for Search

Identify the Unique ID of the document and the key terms or metadata necessary to enable efficient document search and retrieval within the ECM. These keywords should be descriptive and relevant to the content of the documents.

3. Assign User Groups and Permissions

Specify the user groups and individuals responsible for reviewing and editing the integrated documents and e-forms. This ensures proper access control and accountability.

Define user groups based on roles or responsibilities.
Grant review and/or edit rights based on the specific needs of each user group.
Ensure permissions align with organizational policies and security standards.

4. Log an issue in 'Others - ECM enhancements (ECEH)' on the Jira Platform

Create an issue under the project 'Others - ECM enhancements (ECEH)' in Jira.
Ensure to include relevant information about the issue.