How Intellective Unity for nCino works

Intellective Unity can connect nCino to multiple content management systems, data repositories and workflows.

Reduce costs, risks and timelines by archiving content from nCino using Intellective’s proven Unity Integration platform. Unity integrates with nCino’s ECMOffloader to provide the most advanced and trusted means of content archiving, with connectors to major Content Management Systems (e.g., IBM [FileNet-CMOD-CM8], SharePoint, Box, Alfresco, OpenText and others).

Automated rules-based archiving and indexing
  • Unity for nCino leverages No Code configuration to map metadata from nCino Document Transfer datasets to ECM document classes and properties
  • Moves content and related metadata from nCino (Salesforce) to multiple enterprise content management systems of your choice:
  • IBM (FileNet - CMOD - CM8)
  • OpenText
  • SharePoint
  • Box
  • Alfresco
  • Other ECMs
Unity for nCino
Archiving content infographic

Archiving content from nCino (Salesforce) to ECMs.

  • Leverage Intellective Unity’s nCino integration with Intellective’s cross enterprise search to allow content discovery and access from nCino(Salesforce) to all major ECMs.
  • Reduce project timelines, cost and risk using a proven versatile integration solution.
  • Grant access to nCino created documents that are stored in ECMs to users across the organization with Intellective Unity, including non-nCino as well as non-Salesforce users.
  • Increase governance, compliance and general records management capabilities.
  • Reduce the cost of storing content in Salesforce.

Seamless Access to Archived Content

  • nCino then sets the Document Placeholder's status to indicate the related document is now archived
  • Once Unity for nCino archives a document to your ECM, the ECM's unique document identifier is returned to nCino and associated with the nCino Document Manager Placeholder
  • When the user selects the Download link on a Document Manager Placeholder, for an archived document, nCino calls a Unity for nCino function which uses the associated unique document identifier to retrieve the document from the ECM and displays it in the Browser
Archiving content infographic

Integrated Document Search Across Your Organization

Unity Search Templates are created using Unity's No Code Configuration, providing the capability to search on any Metadata property available in the ECM as well as supplement by linking to a data source.

  • Unity applies Security settings from the ECM to ensure users can only access and transact on content based on their authorization levels.
  • Unity Search Templates can be configured to display on any nCino or Salesforce User Interface.
  • Additionally, organizations can use Unity's own native User Interface, or leverage Unity's API to extend Unity's search capabilities to any application.
Content metadata use infographic
Archiving content infographic

Link Content from an ECM to nCino

Access to Unity Search Templates can be configured to any nCino Document Manager user interface (e.g., Loans, Relationships, Collateral, etc.). When a user selects a document stored in an ECM, returned from a Unity Search, they are provided with a list of Actions, including Add to nCino.

The Add to nCino action, will allow a user to Add the selected document to either; a new Document Manager Placeholder, or an existing placeholder.

The Add to nCino action will support

  • Adding the selected document, copies the file and adds it as a new file to the placeholder, in the same manner as if the user manually attached the file.
  • Linking the document to the placeholder, by association to the ECM's unique document identifier.

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