Overview

The External Publish module makes it easy to publish the documents from DocuNote to external document management portal servers (like IntraNote Infobase). This manual will help you to set up integration with document management portal server.

For more information about publishing documents, see External Publish.

Finding your settings

Setting up permissions

  1. Click DocuNote tab, and then click System Setup*.*
  2. In the left navigation panel switch to Roles and Permissions*.*
  3. Click Roles and edit the Module Role*.*
  4. Check if the following permissions are enabled under External Publish section:
Permission Description
External Publish module administrator Provides full access to external publishing and Administrator settings
Access to Full External publish view Allows users to access Full External view module.
Access to Full External publish Execution Allows users to republish all documents listed on external site in one go.
  1. Click the Save to apply your changes.

Also, please check the following permission in Organizational Role under External Publish section:

Permission Description
Publish documents Allows users to access publish options on specific item by using the context menu or via the Ribbon bar.

Administrator settings