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eFolder Buttons

Features​

Make use of the Retrieve, Request and send eConsent buttons from Triggers!

Setup​

  1. In Encompass select the SharkeyByte Logo, then Plugin Management
  2. In the Plugin Management form, turn on eFolder Buttons. \

Usage​

  1. Once enabled set the field [CX.SB.EFOLDER.RETRIEVE] to either 'all' or the names of the documents you want retrieved separated by comma.
  2. Once enabled set the field [CX.SB.EFOLDER.REQUEST] to either 'all' or the names of the documents you want Requested separated by comma.
  3. Once enabled set the field [CX.SB.EFOLDER.ECONSENT] to 'X' to request eConsent.