InSync for eDOCS DM

(Formerly CMSSync)

InSync is an easy to install, easy to use utility that allows administrators to select the tables they need to update from another ODBC compliant database system to their eDOCS DM document management system. Jobs may be scheduled or run manually as desired. InSync has been designed to update data from a CMS OPEN or Elite database to a master eDOCS DM library "out of the box" with no extra configuration required.

As an extra service, Matrix Logic can also configure InSync to update eDOCS from other ODBC compliant database systems, even to custom tables and columns in eDOCS. This can include everything from enterprise level databases (Oracle, Microsoft SQL) to flat text files.

InSync Service Adminstrator

New and modified details (even in Parent/Child tables such as Client and Matter) are read from the source database, and published to a single "master" library. Once published to a eDOCS DM Library, the new data can be published to all other selected libraries using the Matrix Logic Replicator product.

  • Runs as an Windows Service
  • Replicates new and existing record data.
  • A built-in scheduler for unattended automatic operation is included.
  • On-screen progress indicator.
  • Scrolling log file window may be saved for later examination.
  • Supports DOCS Open 3.72 and higher, DOCS Fusion 4.0, and eDOCS DM 5.x and higher.

"CMS Sync has been a great time saver for us. It is incredibly speedy (about 1 minute each run), and it gets the job done! Before CMS Sync we had to import the entire client and matter tables from CMS into DOCS. Because this had to be done when no one was accessing DOCS (i.e. on a weekend), the client-matter tables in DOCS could only be updated once a week. Now we have CMS Sync set to run every 15 minutes…and it has imperceptible impact on our network." Clark Green, Network Administrator Miller, Nash, Wiener, Hager & Carlsen LLP