Check Out (users can choose to check out documents from the DMS and append them to an email for sending to other parties).

Open (users can retrieve emails stored in the DMS and view them natively in Outlook).

The CentricMinds integration for Microsoft Outlook enables staff to check in emails to the DMS, and check out documents to email to other parties. This allows users to switch between different DMS domains to perform authoring)Д®mail is an integral part of any project correspondence occurring between team members, partners and customers.

Configure (in some implementations of CentricMinds, the user can choose what CentricMinds web instance they wish to point the Office integration to.

Check In (the user can check in a new document, or check in a document that they currently have checked out of the DMS).

The same action applies when a user chooses to check in a document)

Undo Check Out (this action will cancel the check out process.

This will auto-generate a new version of the chosen document)

Check Out (users can choose to check out an existing document from the DMS.

New From Existing (users can choose an existing document within the DMS to create a new document from).

Insert (users can choose to insert a document into another document.

Open (users can choose to open a document from the DMS, without the need to check out the document).

Supporting integration with Office 2010, 20, the CentricMinds integration for Microsoft Office enables staff to perform the following tasks: The CentricMinds integration for Microsoft Office enables organizations to introduce business process automation around how documents are created, approved and published. With more employees working remotely, tools like Office 365 enable a mobile workforce to remain productive no matter where they are. Native integration with Office 365 enables business process automation around how documents are approved and published. CentricMinds supports integration with SharePoint Online. Graph API integrationД¬entricMinds enables organizations to access Microsoft Cloud resources using the Microsoft Graph RESTful web API, and allows drag and drop publishing between SharePoint and the CentricMinds Drive directory.ДЄ synchronization is based on SharePoint Sites (one or more sites and/or sub sites) and Lists (a group or collection of content that may have been configured in SharePoint). The CentricMinds integration with SharePoint involves importing documents from SharePoint into the CentricMinds Document Management repository and includes support for a one-time synchronization (when migrating from SharePoint to CentricMinds), or ongoing synchronization (where SharePoint and CentricMinds co-exist together). Form submissions can be used to trigger a form based workflow process which may require the user to complete additional documents or review other information.Д¬entricMinds enables organizations invested in SharePoint to synchronize and expose documents in unique ways.Д¬entricMinds enables organizations who are invested in SharePoint to share these documents in new ways publishing remotely to an Internet or Extranet site, synchronizing a collection of documents to a cloud environment, allowing documents to be digitally signed using DocuSign and more. The document is then displayed to the user for signing and the form submission is stored in CentricMinds. When the user submits the form, CentricMinds processes the submission and requests the document from DocuSign. When users complete web forms within the DMS, Internet or Intranet site, CentricMinds is configured to display the assigned document template for signing by that user. This process is also supported across Internet and Intranet sites managed by CentricMinds, allowing organizations to design powerful digital signing solutions for employees and customers. These templates can then be used in conjunction with CentricMinds' Form Processing by assigning one or more DocuSign PDFs with forms presented within the Document Management system.

Organizations can publish their documents to DocuSign in order to create DocuSign templates. The CentricMinds integration with DocuSign enables organizations to design, configure and manage bespoke signing solutions for documents and web forms.

Design, configure and manage bespoke signing solutions for documents and web forms managed within CentricMinds.

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