2022.2

Output
The output of this task - the Job File - is either the downloaded file, or the document index data in XML
or JSON format. In the latter case, the JSON/XML file includes a path to the file so it can be down-
loaded separately. The response that the plugin gets from the M-Files Server is then stored in a vari-
able (if specified).
Task properties
All of the task's General properties are dynamic. This means that you can use any combination of text,
variables and data selections of which the value will be determined whenever the process runs (see
Variable task properties).
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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