Embedding content from another app into a diagram


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Embedding content from another app into a diagram

If you have documentation relevant to a process step, you should attach it to an activity by right-clicking on the box and selecting ‘Attachment’.

All 3rd party documents need to be stored in a location or document management solution that enables access via a URL. There are some great cloud storage solutions like Box.com, Microsoft OneDrive, GoogleDrive or Dropbox. All of these have business specific versions and some have solutions up to enterprise level. You may already have an implementation of a solution like SharePoint, M-files, Filenet or Documentum. There are literally dozens of appropriate solutions. As long as you can access the document or file you want via a URL, you can attach it to an activity within Elements Process Knowledge.

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If you have process content in other applications that you want to bring into Elements format, the fastest and easiest route is usually to manually map it out in Elements Process Knowledge. It’s quick to map and you can transform the content into the Elements simple notation and hierarchical diagrams as you go.

With Process Knowledge Pro if you can save externally generated content as an image you can embed it directly into a diagram.  But frankly, other than as a temporary stop-gap, our advice is to either map it out or attach it.

If you are looking to import process content that has been captured in another tool, there are several Elements Partners who have expressed an interest building various import and export capabilities using our open APIs over the coming months. So watch this space to see if and when you can import it into Elements.

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