Overview
The Manage Connectors page allows you to add and configure DocuPhase-provided connectors, such as the DocuPhase Pro, Google or Filesystem Connectors. To get started, login as Tenant Admin and click Manage Connectors.
Add Connector
When you first come to the Manage Connectors page, you will have no connectors. Click 
Add to add a connector.
The Select Connector dialog will appear as a popup. Choose your connector from the dropdown. Click Select.
The Configuration screen for your selected connector will appear. Proceed to Connector Configuration.
Once you have added a connector the Add icon will turn gray. You may only add one connector per tenant at this time.
Connector Configuration
DocuPhase Pro
Enter your DocuPhase Pro location and credentials.
BaseURL - this is usually
https://api.pro.docuphase.com/apiDepartment - your unique DocuPhase Pro department ID (not Department Name).
To find your department ID:
Log into to DocuPhase Pro and view any cabinet.
Right-click on any column header.
Click ‘Columns’ and select ‘location’
A location column will appear that includes the department ID (see screenshot below). It is usually client_files<####>. Once you copy the department ID, uncheck ‘location’ if this is not a column you normally show.
Note that this field is not validated; please double-check for accuracy.
User - Your DocuPhase Pro user name. The cabinets displayed in the Doc Action wizard will be those to which this user has access.
Password - Your DocuPhase Pro password.
Click Save. The save icon will turn light gray indicating your information was saved successfully.
DocuShare® Flex
Enter your DocuShare® Flex location and credentials.
BaseURL - the location of your DocuShare® Flex platform
Username - your DocuShare® Flex user name
Password - your DocuShare® Flex password
Click Save. The save icon will turn light gray indicating your information was saved successfully.
Docuware
Enter your Docuware location and credentials.
BaseURL - the location of your Docuware platform
OrganizationId - the id number provided by Docuware
Username - your Docuware user name
Password - your Docuware password
Click Save. The save icon will turn light gray indicating your information was saved successfully.
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The Document Actions UI will display all cabinets, but you may only send to cabinets that the user configured in the Manage Connectors page has the correct permissions to edit. Incorrect permissions will result in a "403 Forbidden Form" error. To set up your Docuware permissions, please see this Docuware Documentation and ensure the user configured in frevvo has one of these permission combinations:
Read and Edit permission to Cabinet
Use permission to Document Tray
Create a Service Account in Google
For the steps below, please follow this Google Documentation. We’ve provided some helpful hints, but we do not update this documentation with every Google UI update, so you may notice differences and should always refer to Google’s own documentation.
Follow this Google Documentation to create a Service Account.
On Step 2, turn on the Drive and Sheets APIs.
On Step 4, you must add a key to identify the client (DocuPhase Forms).
Click Keys > Add Key > Upload existing key
On Premise customers use the key-pair in the frevvoKeystore.jks that is shipped with the product. Run this command:
The default password is p@ssw0rd.keytool -export -alias frevvo -keystore frevvoKeystore.jks -storepass <your password here> -rfc -file forms.pem
Cloud Customers will be provided with the Cloud public key .pem file by your Project Manager during implementation. You may also contact support@frevvo.com to request the key.
Upload the forms.pem into Google.
Take note of the Service Account email and the key alias, as you will need these in the next step. You will also need to share folders and sheets with this user. The default alias is ‘frevvo’.
Service accounts have no direct user interface access to Google and you cannot log into a service account.
Configure the DocuPhase Forms Tenant
Login to DocuPhase Forms as the tenant admin. Select Manage Connectors, add a connector, and select Google.
Enter your Google app credentials.
Client ID is the Service Account Email
Key Alias is the key alias of your DocuPhase Forms key
Click Save. The save icon will turn light gray indicating your information was saved successfully.
SharePoint
Register the App in Microsoft
Please consult the Microsoft Graph API documentation for the most up-to-date steps.
Log in to the Microsoft Azure Management console: https://manage.windowsazure.com or https://portal.azure.com with your Azure global administrator account.
Browse to Identity > Applications > App registrations and select New registration.
Enter a Name for your application, e.g. Forms_Sharepoint_Connector.
Browse to API Permissions.
Select the permissions:
Files.ReadWrite.All
Sites.ReadWrite.All
User.Read
Click Grant admin consent above the permissions table.
Browse to Certificates and Secrets. Create a new secret with an expiration of your choice. Please note, neither DocuPhase Forms nor Microsoft provides a warning when the secret is near expiration. Please mark your organization’s calendar to update the secret at the appropriate interval.
Copy the Secret Value and paste to a text pad.
Browse to the Overview tab.
Copy the Director (tenant) Id and paste to a text pad.
Copy the Application (client) Id and paste to a text pad.
Configure the DocuPhase Forms Tenant
Login to DocuPhase Forms as the tenant admin. Select Manage Connectors, add a connector, and select SharePoint.
Enter your SharePoint app credentials.
TenantId is the Directory (tenant) Id copied from Microsoft
Client ID is the Application (client) Id copied from Microsoft
Client Secret is the secret value copied from Microsoft
Click Save. The save icon will turn light gray indicating your information was saved successfully.