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Getting Started with System & User Integrations
Who is this article for?Please Review Users using system integrations.
Please Review Administrators have permissions to make changes.
System integrations in Please Review refer to the process of connecting Please Review with other software systems or applications within an organisation's IT ecosystem. These integrations enable seamless data exchange and workflow automation, enhancing the efficiency of document review processes.
Whether integrating with document management systems, single sign-on solutions, or other enterprise applications, Please Review's integration capabilities empower organisations to streamline collaboration, maintain data consistency, and improve regulatory compliance.
Tip: Want to know more? See External Systems Integration for more information.
Integrations Category Settings
The settings in this table are only relevant when integrated with an external system:
| Configuration Name | Default Value | Default Override | Notes | Workgroup | Review Type |
|---|---|---|---|---|---|
| Allow local file upload | Both | Allow the user to upload files from the local file system when Please Review is used in conjunction with a document management system. | |||
| Cancel Check Out On Transfer | PERMIT | Where a document is checked out (locked) from an external document management system, controls whether the checkout is cancelled when review ownership is transferred. | |||
| Check in available | PERMIT | Controls whether the review owner can check a document back into the document management system from the review closeout screen. | |||
| Check in when review open | DENY | Controls whether the review owner can check a document back into the document management system while the review is still in progress. | |||
| Disable Review Editing | FALSE | When using the Veeva Integration, by default, reviews can be edited in both Please Review and the Veeva UI. As this can disrupt Veeva workflows, setting this to TRUE will disable editing of Reviews from Please Review. | |||
| Embed Review | DENY | When Please Review is embedded inside another application, PERMIT causes the review UI to be shown within the calling application; otherwise it is shown as a pop-up window | |||
| Home workgroup root | FALSE | N/A | When new users are synced from an external directory, set the home workgroup as Root. If set to False, the home workgroup will be set to the workgroup they are being synced into | ||
| Never send welcome email for syscon | PERMIT | Never send ‘welcome to Please Review’ emails for new users who are authenticated through an external directory. | |||
| No transfer if checkout | DENY | Disallow transfer of review ownership if the document is checked out (locked) from an external document management system. | |||
| Unlocked workgroups | PERMIT | N/A | When Please Review is integrated with an external directory, controls whether workgroups can be created whose membership is controlled by Please Review. |
Importing Users (SSO)
These instructions are specific to Please Review instances integrated with Okta, Ping, and Azure for user
authentication (SSO).
- Complete the ‘Please Review import users’ CSV file provided by Ideagen.
- You only need to complete columns: A,B,C, E and J.
Important: The value in column C must match the value in column J as this is the SSO username.
- The completed csv file can now be imported into Please Review.
- Sign into Please Review using the System Administrator login details.
- Select the ‘Admin’ tab in the top left hand side of the home screen, then select ‘Members’ as shown below:
- In the User Management screen, select 'Import Users':
- Select ‘Browse’ and locate the completed csv file.
- Finally, select ‘Upload’ to upload the users listed in the csv into Please Review:
- Once uploaded, you will see the results of the import at the bottom of the screen.
Further Reading
- External Systems Integration
- How to Create an Unlocked Workgroup
- How to Edit Locked Workgroups
- How to Use External Groups
- How to Add External Users to Workgroups
- How to Add Multiple External Users (CSV Bulk Import)
- How to Make External Users Inactive or Delete Users
- How to Configure Advanced Role Mapping