2020.2

Table Of Contents
be downloaded separately. The response that the plugin gets from the M-Files Server is then
stored in a variable (if specified).
Task properties
All of the task's General properties are dynamic. This means that you can use any combination
of text, variables and data selections of which the value will be determined whenever the
process runs (see Variable task properties).
Connection Tab
The plugin needs your M-Files Server's credentials and a Vault name in order to start
communicating with the M-Files erver.
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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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Vault:Enter the name of the desired Vault. This is required.
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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.
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Test Connection: Click this button to establish a connection with the M-Files Server and
retrieve the Document Classes of the selected Vault. This information is used on the
Download tab.
Download Tab
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Source:
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Class: Document Classes are defined (per Vault) on the M-Files server. Select the
Class of the document to download from the drop-down list.
l Select whether to retrieve a document by ID or to search for a document by property.
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Retrieve by ID:
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Document ID:Specify the Document ID.
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Version (optional):Specify the version of the document (at the root level
of the Vault). If the version is not given, the latest version of the
document will be retrieved.
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FileID (optional):If the file ID is not given, the first file - the root document
- will be retrieved.
l
Retrieve by search: This section allows the retrieval of files by searching for
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