DMS Connector

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The DMS Connector tool allows you to set up new Document Management System (DMS) integrations, manage existing connections, designate a default DMS, and adjust field mappings between TeamConnect and your DMS. This guide describes each section of the DMS Connector interface and its functions.

Overview of the DMS Connector

The DMS Connector provides a central location for administrators to manage DMS integrations. You can add new connections, edit existing ones, and configure how TeamConnect fields map to your DMS.

Note: These fields are based on a Sharepoint integration and may not represent all DMS Integrations.

As administrators are able to customize their DMS integration (as per a properties file), these fields may be renamed or have different mappings depending on your system. For more information, refer to Setting up a New Document Management System (DMS) in TeamConnect.

DMS Connector Interface Sections

Page Section	Section Description	Instructions for Reference
1	Adding a DMS/DMS Fields	This section contains the fields for linking a new DMS Connection or viewing a current DMS in edit mode. These fields are determined by the respective properties file for the integration. For custom DMS integrations, users will need to create their own properties file and upload to the Top Level > System > Integrations section prior to adding the integration on this page.
2	DMS List	This section displays the currently connected DMSes, their type, and the default DMS (indicated by the checkbox). Default DMSes are indicated by clicking the Default box in the upper-right corner. To make an existing DMS the default, first click the Edit icon in the Actions column and click the Default box at that point.
3	Actions Column	These icons function to (in order of left to right): Test DMS Connections; Delete a DMS; Enable/Disable a DMS; Edit a DMS; View DMS information. Note: The default DMS cannot be deleted.
4	License Information	This section shows the number of available and currently used DMS licenses. For more licenses or information on DMS licensing, please contact Mitratech support.