2022.2

Table Of Contents
Processing
The M-Files Upload plugin starts by sending a login request to the M-Files Server. Once the connection
is established, it tries to upload the specified file to the M-Files Server, either as a new document or as
the new version of an existing document. The plugin saves the (JSON)response that it gets from the M-
Files Server in the specified variable.
Output
The output of this plugin is the unchanged Job File.
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. The value of variables and data selections 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 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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