Foreign Webservice/API Overview (Process & Photocopy Attachments)

Foreign Webservice/API Overview (Process & Photocopy Attachments)

Summary: Connect to external systems for process/photocopy orders and attachments, retrieve PDFs from AWS/SQL, and map courts from partners.

Quick answer

Use the foreign webservice connector to receive orders and attachments; retrieval functions pull PDFs from AWS or SQL; Add Court can clone partner court info to smooth import.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Configure the **Foreign Webservice Connector** and credentials.
    media/foreign-webservice-api-01.png

    [Insert screenshot for Step 1]

  2. Use **Select by Name (soft match)** when needed to map incoming customers/courts/contacts.
    media/foreign-webservice-api-02.png

    [Insert screenshot for Step 2]

  3. Retrieve proofs/attachments using **GetPDFinMemory** from AWS/SQL as noted in the manual updates.
    media/foreign-webservice-api-03.png

    [Insert screenshot for Step 3]

  4. When receiving pouch jobs with unfamiliar courts, use **Add Court** to clone name/address then fill missing details (e.g., county).
    media/foreign-webservice-api-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Incoming orders/attachments are created and accessible; proofs open from AWS/SQL storage; courts are mapped.

Troubleshooting

If attachments don’t open, verify storage (AWS vs SQL) and credentials; if courts can’t map, use Add Court and complete required fields.

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