2022.2

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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
should uniquely identify the document. When multiple documents are found,
this will result in an error.
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Index data: Specify properties that must be set in M-Files as metadata for the uploaded file. Any
existing values will be replaced with the given value.
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Field:Enter a property, or click the button between the Field and Value columns to select
one of the properties defined for this particular Document Class in the Metadata Structure
of the Vault on the M-Files server.
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Value: The (new) value of the property.
Note: The plugin will fail if a required property is missing from the Index data, or if the Index
data contains a property that does not exist for the chosen Class.
Use the Index data buttons to:
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Add and remove properties.
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Change the order of the properties by moving them up or down. This is for convenience
only; to the M-Files Server, this order is not important.
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Validate properties and check for duplicates. Any properties that have already been
defined higher up in the list are displayed in orange. Any properties that are not defined in
the Metadata Structure for the selected Document Class are displayed in red.
Note that values are not validated.
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