Data Sources
Some modules of Documenos can be set to receive data from external sources or write data to external sources.
For example, the Organization Chart can be read regularly from an Excel file in the management panel. For this process, the Excel file must be defined as a "Data Source" on this screen.
As another example, if an advance duty of more than 1000 USD is requested when filling out the "Assignment Form" in the document and process management module, the accounting manager may be asked to approve the assignment form. Once the accounting manager approves, you may want to make the necessary settings within the signature approval chain to save some information in this form to an MSSQL Server database; In this case this MSSQL Server database connection must be predefined as a "Data Source".
To open the list of data sources:
- Open the Control Panel,
- On the System Management tab, click the "Data Sources" link under the Data menu option
