Step 1: Creating the integration page
For linking AFAS Insite and DocuBuilder, AFAS has so-called integration pages. The link is made via integration keys, where the 'secret integration key' is the code used to establish the link. The AFAS integration page is created once and is later used for each DocuBuilder button in AFAS Insite.
Step by Step
Inside Afas, go to General > In & Outsite > Type pagina:
Choose Nieuw type integratie:
Complete the screen below and click Finish:
Description: DocuBuilder
Description plural: DocuBuilder
Public integration key: a random number/letter combination generated by AFAS.
Secret integration key: a random number/letter combination generated by AFAS.
Copy the secret integration key to Notepad, for example. This secret integration key must be entered in DocuBuilder Settings.
Inside AFAS, go to General > In & Outsite > Site:
Open the Insite environment by double-clicking on it, click on the Types page tab and activate the DocuBuilder integration page:
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