The Client Connector for Deltek Costpoint integration allows Deltek Costpoint users to access and interact with OnBase documents without leaving the Costpoint interface. This integration provides a secure, central document repository to store information throughout your organization such as scanned images and documents as well as emails, videos, and any other file types.
Costpoint users can perform the following actions using Client Connector for Deltek Costpoint:
-
Link records in Costpoint with documents in OnBase.
-
View linked OnBase documents from within Costpoint.
-
Populate Costpoint screens based on Keyword Type values from indexed documents in OnBase.
-
Edit OnBase Keyword Type values and synchronize them with Costpoint data fields.
-
Use OnBase as a replacement for shared network folders.
-
Print to file from Costpoint directly to OnBase.
This integration module leverages Content Management Interoperability Services (CMIS) specifications to provide industry-standard integration capability. CMIS communication between Costpoint and the OnBase Application Server is managed by the Hyland CMIS Proxy, which translates and relays data messages between the two systems.