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Course 11: Document Management Integration

Document Management Integration

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Overview

Lessons:

  1. Accela Document Model Overview

  2. Uploading/Attaching Files via Construct API

  3. Retrieving Attached Documents via Script

  4. Using aa.document.getCapDocumentList

  5. Reading Document Categories & Metadata

  6. EMSE Script to Validate Presence of Required Docs

🛠 Final Exercise:

  • Write a script that checks if specific categories of documents are attached.

  • If not, send an alert or prevent workflow status change.

  • BONUS: Return JSON listing all attached files with metadata.

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