2020.2

Table Of Contents
send a login request to the M-Files Server. The user should have the appropriate rights.
l
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
Upload tab.
Upload Tab
l
File to upload:
l
Job file:Click this option to upload the current Job File (see "Job file" on page50).
l
External file: Click this option to upload an external file. Specify a full file name.
l
File type: Select the file type of the file to upload. The default is Auto-detect, in
which case the file extension is used to determine the file type.
l
Destination:
l
Class: Document Classes are defined (per Vault) on the M-Files server. Select the
desired Class from the drop-down list.
l Select whether to create a new document or update an existing one.
l
Create new document: In Create mode, a new document with a single file is
created at the root level of the Vault.
l
Update existing document: 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:
l
Search Field: Select a property of the existing document. Properties are
defined in the Metadata Structure of the respective Vault on the M-Files
server.
l
Value to be searched: Enter the value of the given property. Note that
this should uniquely identify the document. When multiple documents
are found, this will result in an error.
l
Index data: Specify properties that must be set in M-Files as metadata for the uploaded
file. Any existing values will be replaced with the given value.
l
Field:Enter a property, or click the button between the Field and Value columns to
select one of the properties defined for this particular Document Class in the
Metadata Structure of the Vault on the M-Files server.
l
Value: The (new) value of the property.
Page 688