Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Sync HCMS Files to Web Central Document Center Integration

Prev Next

You can set up an integration to have a file created automatically in the Web Central Document Center when an asset is created or published in the HCMS.

Prerequisites

  1. Set up your HCMS and Web Central credentials

  2. Make sure the applicable Web Central Document Center folder is set to Update Integration Hub. Checkbox for updating Integration Hub in Document Center settings with description below.


Instructions

  1. Sign in to your site

  2. Navigate to the Integrations tab

  3. Select + New Integration

  4. Click the Simple integration card

  5. Add a Short Description of the integration Integration setup for HCMS to Web Central Document Center with description field highlighted.

  6. Select HCMS as the Trigger and CivicEngage Central as the Action Integration setup for HCMS to CivicEngage Central with action and trigger fields.

  7. Select the Applications for the trigger and action Form fields for selecting triggers and applications in a software interface.

  8. Select the applicable Credentials for each application Credentials drop-downs.

  9. Choose File as the Type and Document Center as the Module Type and Module drop-down fields.

  10. Select the Filter that will trigger the integration from the HCMS Dropdown menus for filtering content by creation status and folder selection.

  11. Select the Document Center Folder the file should be added to, and select Create from the Action drop-down Options for filtering published files and creating new entries in the system.

  12. Click NextNavigation interface showing steps to configure and confirm settings with highlighted Next button.

  13. Map fields from HCMS to Web Central as needed Form fields for document management including file name, description, and status options.

    Note:

    Required fields in Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central.

  14. Click Next

  15. View an Overview and Test Instructions for your integration Instructions for triggering file publication in HCMS and checking CivicEngage Central output.

  16. Click Save

  17. Enable your integration using the toggle under the Status column Integration settings showing enabled status for HCMS to Web Central Document Center.

  18. The integration will now sync files between your HCMS and Web Central sites


Resources