2020.1

Task properties
General Tab
All of the properties on this tab are dynamic. This means that you can use any combination of
text, variables and data selections. The value of variables and data selections will be
determined whenever the process runs (see Variable task properties).
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Connection: The plugin needs your M-Files Server's credentials and a Document Vault
GUID in order to start communicating with the M-Files Server.
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M-Files Server: Enter the address of the M-Files Server (e.g.
https://mycloud.sample.com/m-files).
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Username, Password:Enter the user name and password that the plugin can use
to send a login request to the M-Files Server. The user should have the appropriate
rights.
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VaultGUID:Specify the unique identifier (GUID) for the desired Vault. This is
required. The uploaded file will be stored in this Vault.
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File to Upload:
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Input File Name:Enter %F to use the current Job File, or specify the full file name
(including its extension).
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Document Title:Specify the file's name (including its extension) as it should
appear on the M-Files server. When this setting is left empty, the plugin will use the
Input File Name as the Document Title.
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Mode:Select whether to create a new Document or update an existing one.
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Create: In Create mode, a new document with a single file is created at the root
level of the Vault.
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Document Class ID: Document classes are defined (per vault) on the M-Files
server. Specify the desired Class by giving its ID (an integer).
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Update: In this mode, the file is added as the new version of an existing document
(at the root level of the Vault) and its properties may be changed. To find the existing
document, the plugin needs the following data:
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Property ID: Enter the integer that identifies one property of the existing
document. Property Definition IDs can be found in the Metadata Structure of
the respective Vault on the M-Files server.
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