> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/integrations-page-overview.md).

# Integrations Page Overview

This document explains how to enable integrations, configure a mailbox and protocol, and manage connection details and conversion rules.

{% hint style="info" %}

* **Integration** — a configured connection between DocStudio and an external system
* **SFTP** — a secure file transfer protocol used for integration-based document exchange
* **AS2** — an integration protocol used for secure document exchange
* **Conversion rule** — a rule that transforms incoming or outgoing files into another structure or format

See the [Glossary](/glossary/glossary.md) for DocStudio term definitions.
{% endhint %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FjRh8loWOrbidO6eqjrBf%2Fimage.png?alt=media&amp;token=975e0e84-46e5-4fd0-8198-7769b00f93e2" alt=""><figcaption></figcaption></figure>

### Enable integrations

{% columns %}
{% column %}
Enable integrations using the **Integrations enabled** toggle. Keep the toggle enabled to allow connection to the remote server.
{% endcolumn %}

{% column %}

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Fk8XKis4SbcTKFBaBOK7p%2Fimage.png?alt=media&amp;token=1f573050-b87d-4dfd-aad9-aa7c0985ebef" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

Configure integration for all mailboxes in the same account on this page. Open this page with a mailbox selected to pre-fill all fields (except **Notify by email**).

### Manage integration

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FzoE1Qil9utljr1CoPhdH%2Fimage.png?alt=media&amp;token=eb1e1900-32f2-4008-bff4-4775dc857787" alt=""><figcaption></figcaption></figure>

Use the **Manage integration** block to customize integration properties:

* mailbox for integration
* connection protocol

If you have more than one mailbox in this account, select the mailbox for integration in the first field. Select the connection protocol in the second field. Let the **Connection details** block update based on your selection.

### Connection details

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2F60tEWHfKUIhQ897tp7KC%2Fimage.png?alt=media&amp;token=154cd75c-c93b-4911-9db7-07fb8a13cfa7" alt=""><figcaption></figcaption></figure>

For **SFTP**, use the autogenerated values in the **Connection details** block. Generate or update the password as needed.

* Use the credentials from this block to connect to the FTP server.
* Click the **Copy** ![](https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2F4dFAYofoLyjZzwLgdfpU%2Fimage.png?alt=media\&token=f803ddf7-3013-44a4-aa51-e3ff30febc6a) icon to copy any parameter.
* Click the **Update password** icon ![](https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FJ2IpMg8PaaHk2LFZiS9Y%2Fimage.png?alt=media\&token=fc0ec270-e5ae-478f-a478-ac46f3e2eacc) to generate a new password.
* For **AS2**, use the autogenerated **Self URL** and **Self certificate**. Fill the remaining parameters manually.

### Default rules

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FMlqRzObPvyXY8zbC1wxN%2Fimage.png?alt=media&amp;token=df82dac6-9e39-4237-a2ab-a7f10435682e" alt=""><figcaption></figcaption></figure>

Apply default rules when incoming documents don’t match any created conversion rules. Select one of the three predefined options. If you select the third rule, specify the reject reason. The system rejects all incoming documents with this reason.

### Conversion rules list

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FEr0HueDdlPOZbilr1Iw4%2Fimage.png?alt=media&amp;token=783e5247-14ab-48ef-b0d1-4586792bd629" alt=""><figcaption></figcaption></figure>

The conversion rule list is empty by default. To create a new rule, click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FeTvSxolIJT8T9Z0XCByG%2Fimage.png?alt=media&amp;token=beb6573c-d365-4eba-945b-7ed9bd4b2d17" alt="" data-size="line"> button to open the rule creation form.

{% hint style="info" %}
Review new rules in this list. Enable or disable each rule as needed.
{% endhint %}

Update, clone, or delete existing rules in the rule properties form. Open the form by clicking the rule name. Click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FWRPVlkwrKhJszTTCM438%2Fimage.png?alt=media&amp;token=f1c550b5-e75d-4913-a281-00b788f07908" alt="" data-size="line"> button to save changes.

<figure><img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FI9B3vwoCcpgJmAWCtc02%2Fimage.png?alt=media&amp;token=a4b7d8b5-1326-41cf-b33d-6e73093a02dc" alt=""><figcaption></figcaption></figure>


---

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