2022.2

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.
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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.
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Retrieve by search: This section allows the retrieval of files by searching for spe-
cific properties (Definition entries). Enter the properties under Index data.
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Field:The property to search for. Enter a property, or click the button between
the Field and Value columns to select one of the properties defined for this par-
ticular Document Class in the Metadata Structure of the Vault on the M-Files
server.
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Value:The value to search for.
Use the Index data buttons to:
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