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Connect a Form/Workflow to Docuware

  1. Go to your form/workflow's Settings tab in the Guided Designer Navigation bar.
  2. Click the Document Actions tab. You will automatically be on the Send Documents sub-tab. Select Send to External System.
  3. Select Docuware from the Select Connector dropdown. The Docuware Wizard will open.
  4. Select a File Cabinet. The Wizard will find eligible cabinets based on the connector configuration set by your Tenant Admin.
  5. Add Fields. Click Add to add rows.
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    1. In the first column, select the target field in your Docuware cabinet. Each time you add a row, only the remaining available fields will display so you cannot accidentally map a field twice. However, after all fields are mapped you can still click the Add button, but no fields will show in the dropdown. In this case, or if you wish to delete a row for any reason, simply click the Delete icon to the right of that row to remove it.
    2. In the second column, the field Type will be automatically set based on your Docuware settings.
    3. 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.

      titleRepeat Controls

      To map values from repeating controls to the Keywords field type, 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}"]. 

  6. 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.