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 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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Vault:Enter the name of the desired Vault. This is required. The uploaded file will be stored in
this Vault.
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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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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
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File to upload:
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Job file:Click this option to upload the current Job File (see "Job file" on page47).
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External file: Click this option to upload an external file. Specify a full file name.
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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.
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Destination:
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Class: Document Classes are defined (per Vault) on the M-Files server. Select the desired
Class from the drop-down list.
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Select whether to create a new document or update an existing one.
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Create new document: In Create mode, a new document with a single file is cre-
ated at the root level of the Vault.
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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:
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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.
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Value to be searched: Enter the value of the given property. Note that this
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