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Prerequisites
The following section details the activities that need to be performed on both services in order to get started with the integration.
Formpipe
For Formpipe SaaS customers, request your Adapter service URL and authentication details for your target environment. Customers with self-managed deployments should contact us to request further details on deploying the service adapter.
Temenos
Ensure that you have had the Temenos Document Management Adapter for UXP Browser deployed for your Temenos environment and then consult the Temenos documentation for Integrating UXPB with External Document Management System. This details how and where to configure the service URL and credentials, provides an overview of the features available, and provides guidance on how to customise them.
Integrating Formpipe Services
This guide provides a brief overview of the integration features available and how their configuration relates to Formpipe products. The four core solutions are: Generate, Search, Download, and Upload. Generate is specific to Lasernet, whereas Search, Download, and Upload are DM-specific. For more details and technical specifics on implementing these within your environment, refer to Temenos documentation.