2022.2

Test Connection
This button tests the connection details entered in the Connections tab. If a successful connection is
made, then Connection Success will appear as the current status.
When a successful connection is made a listing of all the available cabinets and fields for that login will
be downloaded and stored locally, for use in the Upload tab. Once a connection has been established
and the cabinet and file information obtained, the plugin will open upon the Upload tab when next plu-
gin is next opened.
As different users can have different permissions (such as access to different cabinets) this information
is tied to both the host and username. If either the user or server is changed, then a new Test Con-
nection will be required to re-populate the cabinets and fields for that new connection.
If the Test Connection fails, information about the reasons for failure will be displayed in the status
area, if the plugin can determine the reasons for the failure.
Upload tab
The Upload tab provides the controls for defining the file to be uploaded, included related index values.
The plugin window is expandable, which helps to display all the information at once when field names
are quite long.
File to upload
This frame holds all the elements on the file which is to be uploaded to DocuWare.
The plugin can upload either the incoming Job file, or a file from the file system (External file).
Select either:
1. Job file: Select this option to upload the current Workflow Job file (the equivalent of using %F).
2. External file: Select this option to upload a file from the file system. Selecting this option activ-
ates the file selection input field.
To select a file click the Browse button ( ) to browse for a file, or right-click within the input field
to open the context menu which allows the selection of variables, data and lookup functions (see
"Data selections" on page49). Note that the plugin will not verify the validity of the file name, if it
were not browsed for.
If no upload file has been specified, DocuWare will take the name of the uploaded file as the doc-
ument name. If the Workflow Job File is to be uploaded, it is highly recommended renaming the
file, as otherwise the Workflow temporary file name will become the document name.
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File type: Enter the type of file, from the list contained in the drop down box. Select Auto-detect if
unsure of the file type, and the plugin will then set the content-type based upon the file extension.
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