Integrations

• Source repository. Agree how its document ID, version reference and content reach the controlled document and version records.
• Publication destination. Identify where approved content is distributed and what acknowledgment is returned for an operation step.

Review source field mappings with their version and effective date before moving content. Use the source record ID to recognize an incoming version, and compare the document revision before a publication action. Keep the external receipt ID, source, date and evidence on the step that received it. A failed or uncertain attempt remains an investigation item until the original destination result is confirmed. Agree access rules for attachments and direct links as part of each connection.