Increase productivity in every area of your business by implementing Linear’s Notes & Documents service. Use of this service will eliminate the need for employees to manually log email text or attachments by pushing the content directly into your system.
The following outline gives a high level overview of the typical process of integrating Notes & Documents into your system. If the Order Entry integration is already in place, this process will take one to two weeks from Initial Call to Go Live. Without the Order Entry integration in place, this process is estimated at two to three weeks from Initial Call to Go Live.
Linear’s Software Development team will be on this call. It is greatly beneficial to the time line to bring your IT team and any project developers into the call. The initial call will give us a chance to understand each other’s technology and determine a more detailed time line for the integration process.
Once the initial call is complete, Linear will deliver a full web service implementation guide to your developers and provide assistance, as requested, to implement the technology on your end.
Both IT teams will need to work together to create a Document Mapping Table. This table will be the guide for both systems to recognize each document as it is received.
Once coding is complete, you will be provided a user name and password for a test account as well as a test file number to begin sending test notes & documents to work out any bugs in the sending or receiving process.
Once coding is complete, Linear will supply a test file to use with your existing user name and password to begin sending test notes & documents to work out any bugs in the sending or receiving process.
Once all of the beta testing is complete, Linear will issue you a new user name and password to send and receive notes & documents on live files.
Incoming notes & docs will be heavily monitored by Linear for the first two business days to ensure that all notes & documents are received intact and correctly labeled.
