Run XML Gateway

Once the Web service call definition and permissions have been set, you are then ready to run the XML Gateway. How you run the XML Gateway will depend on the action is carries out, e.g. creating clients or creating matters for a specific client.

To Run the XML Gateway to add clients:

1. From the PMS screen, click on the Tools ribbon.
2.  Click on the XML Gateway tool. The XML Gateway screen displays listing the available Web services.
3. Double-click on the required Web service to run it.
4. A document history dialog box displays giving you the option to save a record of the import in XML format. Click Save if you want to retain a copy for future use, or Cancel if you do not.
5. The document is also opened, minimised in and Explorer window for easy access and can be located in Document Management in the Year, Month, Week folder.

To run the XML Gateway at matter level:

1. From the Matter Details screen, or application screen, click the XML Gateway tab. The XML Gateway screen displays.
2. Double-click on the required Web service to run it.
3. A document history dialog box displays giving you the option to save a record of the import in XML format. Click Save if you want to retain a copy for future use, or Cancel if you do not.
4. The document is also opened, minimised in and Explorer window for easy access and can be located in Document Management in the Year, Month, Week folder.

Error Handling

If there is an error in the run, a message displays and you can refer to the resultant document to help correct the error in the import file or Web service definition.

Be aware that part of the run may have been completed so, especially in case of creating clients or matters, check for items that have already been created otherwise you could end up with duplications if you just re-run the Web service.