Accela Configuration for SharePoint

Accela Configuration

Open Accela Clasic Admin with the proper credentials and go to Agency Profile-> Standard Choices.

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Search 'EDMS' item:

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Click on red button to open it:

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Click on ADD button to open the following modal: Value should be entered as SharePoint

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Copy the Endpoint URL from the velosimo admin 'EDMS' page:

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Paste the URL in Value Description and Submit. It will be displayed as follows:

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Enable the option in the dropdown for Accela Records

Go to Agency Profile-> Security Policy:

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Select SharePoint link:

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Complete the Group Name and change the status to Enable:

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Disable the display of inspection documents

Set the Accela standard choice DISPLAY_RECORD_DOCUMENTS (INSPECTION) = NO

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