2022.2

Table Of Contents

Create a new document will load the document as a new document to the DocuWare

server.

This document will be named based upon the document name field (as seen highlighted in

the Document name field screen entry).

Update existing document will add to an existing document of the same name on the

DocuWare server, based upon the following criteria:

Search Field. Enter the Field to search on.

This can be entered directly as static text, or you could use the Field picker ( ) to

launch a Field selection pick list that is populated with all the available fields, and

them select the desired field from there.

Note: The pick list display can be customized by entering a search string in the

entry field atop the Field Picker box. This restricts the listed fields to just those

containing the search string.

Value. Add the value to apply.

You can use static text and/or Workflow variables, data and lookup functions. Right-

clicking in the field opens the contextual menu that allows adding variables, data and

lookup functions (see "Data selections" on page48).

Note: If more than one document is found based upon the selected search criteria,

the update will fail.

Index Data

Select whatever Index fields you want to add via this index table.

You can populate the table with all the available Index Field options at any time by selecting the

Add missing fields ( )button. If selected initially this will add all the available fields to the

table. If selected after some fields had already been added via the field picker button ( ), it will

add any missing fields to the end of the Index data table.

You can Add ( ) or Remove ( ) individual entries, as well as move them up ( ) or down (

)within the table.

At any point you can verify the accuracy of the selected Index options by selecting the Validate (

)button.

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