New feature - Common Data Environment Integration

An enterprise may wish to integration with the marketing leading Common Data Environment (CDE), such as Asite, ViewPoint, Aconex, etc, so that:-

  • the contract notices are automatically saved to a folder within the CDE when the notices has been communicated and
  • a user can select an existing documents from the CDE, subject to their permissions and links it to a contract notice, and
  • a system admin can choose whether the end users can still attach files as well as link to CDE documents, across each workflow.

The features will be managed via a system admin page, under system settings where a machine token is stored.