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Administration: Document mapping for integrations

Written by amaise Support

When your workspace receives documents through an integration, you define under «Settings»«Document mapping» how a key from the external system is mapped in amaise. The section only appears once an integration is enabled (permission «TENANT__U_CONFIG»).

The document mapping under «Settings» → «Document mapping»

Creating a mapping

For each external-system key you define:

  • the document storage the document is placed in,

  • the document type,

  • the split behavior — automatic, as defined by the source system, or never split,

  • the source of the document date — automatic, legali.metadata.issuedate or legali.metadata.receiptdate.

You can switch between the table view and the JSON view and search the entries. amaise warns you if a key appears twice.

Note: The available document storages and document types are described in the references at docs.amaise.com — the card links to them directly.

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