Watermark - Papercloud: Iress Open standard integration

[melanie.meadwell]

Integration overview

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

• Integration overview
• Integration summary
• Setup instructions

Integration summary

Allowing internal control over all aspects of data storage and maintenance

Software type: Document management

Locale:  United Kingdom

Contact details for integrator: tim.boggie@watermarktech.co.uk

Website for integrator: https://www.watermarktech.co.uk

Description provided by the integrator:

Watermark Technologies Limited offers a range of document management solutions tailored specifically for the Financial Services sector and designed by practitioners. The easily configurable filing structures enable documents to be quickly saved and retrieved in the office or on the go.

This integration can connect to both the on-premise version and cloud version.  Please note however that there are differences in the functionality available between the two different versions, for example only their on-premise deployment supports Xplan policies.  For further information please refer to the watermarktech team.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Set up is standard except for a launch button which needs to be added. Note that these tasks must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf. Site administrators please see the instructions above.
• If you outsource your site administration to Iress:  This integration can be enabled on request. Please contact your Iress Account Manager who will be able to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

In your third party integrator software: 

The third party has not yet provided us with setup details for this integration. Please use the contact details above for more information.