AGRIS Customer Documentation

Enabling the Document Tracking system in AGRIS

AGRIS Document tracking provides the ability for integrations to know when specific documents are saved, updated or deleted from the system. By enabling Document Tracking, your AGRIS system is enabled to track the latest update dates, and if the integration is supported provide or send an external system key information that is required. This allows a level of communication needed to make quick decisions and simplify sending data.

Historically enabling document tracking was per document type.. Based on current technology it is recommended to “select all” and enable all document types to use document tracking to minimize effort and later support calls in managing integrations.

 Instructions

Document Tracking

  1. Navigate to Utilities > Document Tracking >

  2. Use the Multiple to select all document types

    1. image-20240701-164658.png

  3. Select all

    1. image-20240701-165958.png

  4. Select option 2 All packages/All Document types

    1. image-20240701-170114.png

  5. Select Continue

    1. image-20240701-170248.png

  6. Select Turn Document Tracking ON and complete the steps.

Once you select “ON” for all document types please allow 10-20 Min for the process to complete.. It is recommended to start this process when usage of AGRIS is minimal.

Once Document Tracking is enabled…. the system will automatically update document tracking when a transaction occurs.

 

 

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