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
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
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