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Your Tenant Admin must configure the Docuware Connector in the Admin: Manage Connectors page before you can perform the following steps in the Form/Workflow Document Actions tab. |
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- Go to your form/workflow's Settings tab in the Guided Designer Navigation bar.
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 Image Added- Click the Document Actions tab. You will automatically be on the Send Documents sub-tab. Select Send to External System.
 Image Modified - Select Docuware from the Select Connector dropdwon. The Docuware Wizard will open.
 Image Modified - Select a File Cabinet. The Wizard will find eligible cabinets based on the connector configuration set by your Tenant Admin.
 Image Modified - Add Fields. Click
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 Image AddedAdd to add rows.
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- In the first column, select the target field in your Docuware cabinet.
- In the second column, the field Type will be automatically set based on your Docuware settings.
In the third column, add the value you want to send. To use a field from your form, type an open curly brace '{' following by the first few letters of the control name. Then, select the control name from the dropdown.
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- Control templates will resolve to the control's submission document value, not the formatted UI value. For example, date controls will always send in YYYY-MM-DD format.
- To include values from repeating controls and multi-select controls, the value should be a template string that resolves to multiple values. The recommended approach is to create a template that results in a JSON array using the built-in separator 'json' i.e. /{json|controlname}. This special separator resolves to JSON format. The same result can be accomplished by specifying the JSON format i.e. ["{","|controlname}"].
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Select any attachments you would like to send, such as the PDF Snapshot (set by default), the submission xml document, any attachments uploaded by the form user, and any mapped PDFs.
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Docuware Connector Example
For this example, we installed the prebuilt template 'Basic Purchase Order.' Our Tenant Admin configured the Docuware Connector in the Manage Connectors page. On the Form Settings/Document Actions/Send Documents tab, we chose Send to External System.
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