An agreement belongs to a relationship with a supplier; a report, to a case file; an invoice, to an operation. A document integration preserves those relationships so that the archive can be retrieved from the work that gives it meaning.

Document services

Storage handles content, document classes, metadata, versions and search. The references it receives link each document to the application's records.

Business rules

The application determines what the document represents and which operations its users can perform. Technical access scopes complement those rules.

Integration design

Document types, their properties and their references are identified. Then the intake, query and update operations are defined, along with user attribution and error handling.