Document Management Setup and Administration

The following table describes the setup areas related to Document Management.

Note

MoversSuite recommends the following setup order for Invoicing:

Global System Options

Document Group Setup

Document Type Setup

Document Type (Auto-Upload) Setup

Document API

TransDocs Integration Setup (including UniGroup Upload and XML System Setup)

User Setup

Setup Area	Description
Document Deletion Reason Setup	Create the values assignable to documents being deleted through the Document Management Viewer. These values display when viewing information on deleted documents through the Properties screen (in View Deleted Documents mode).
Document Group Setup	Define general categories assignable to Document Type records. These groups categorize the documents within the Document Management Viewer.
Document API	MoversSuite Document API provides access to document information and will add and update documents stored within the MoversSuite Document Library.
Document Type Setup	Define values available within the Document Type field in Properties and Attach File screens. These values represent classifications for all documents loaded into Document Management.
Document Type (Auto-Upload) Setup	Link established Document Types to Shipment Types to effect auto-uploading of documents for orders with matching Interface, Document Type, and Shipment Type.
Global System Options	Define an “ApiWebServiceDocs” option with a Value containing the URL that points to the service hosting file on the application server, e.g. “http://server/mssapi/Docs.aspx.” Additionally, define a “SharepointUrl” option to specify the location of the Microsoft SharePoint Server, e.g. “http://sharepointserver.”
MSSApiService	Update the main API service to enable logging and other useful features.
TransDocs Integration Setup	Overview of the settings needed to upload documents to TransDocs via UniGroup.
UniGroup Upload Setup and Administration	Define the process needed to support document exchange between MoversSuite and UniGroup. Refer to TransDocs Integration Setup for setup instructions for integration with TransDocs through UniGroup.
User Setup	Users will only be able to view and manage documents of orders belonging to assigned branches.
XML System Setup	Define the TransDocs upload process through UniGroup using this setup to enable auto uploading of TransDocs documents. Refer to TransDocs Integration Setup.