Trim Configuration

The following steps describes how to set up the integration between Conquest and Trim::

Step 1: Set a system user text field as the field in which the Trim Container(s) for an asset is stored. System user text fields are configured in Configuration>>Options>>Asset User Field Labels

Step 2: Complete the form that is opened by selecting  Tools>Administration>Integration Components>Trim Interface.  Please note that you must have the licence from Conquest Solutions to access this menu

      Select the System User Field from the drop down list

      Enter the Trim Location in the default Trim instance to which the Asset will link. NOTE: that it is this value

that is used as the author of all documents registered in Trim from Conquest.

To see the locations in Trim, click on the Search  button in the file menu as shown below: