Knowledge: Configuring Upload Document Data Action
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    Title*Configuring Upload Document Data Action
    ManualAdministration
    Manual Level TwoData Actions
    Created26/06/2019
    Detail

    The data action can be used as form button or as a workflow action.

    We currently support uploading documents to the following systems.  Before the data action can be used please see below details on how to configure connection to the system:

    • Worksite 8/9
      • Contact Sysero to discuss requirement.
    • Worksite 10
    • HighQ
    • Local Sysero Instance
      • Uploading to the same Sysero instance requires minimum of these mappings:
        • Input: ItemName
        • Additional Mapping: TargetDataRoomID
        • Additional Mapping: TargetCompanyID
    • Remote Sysero Instance
      • Contact Sysero to discuss requirement.
    • Custodian
      • Contact Sysero to discuss requirement.

    The following mappings are used (please note any additional settings can be set via input mappings):

    Type Name Description System
    Input Client Mapped to field containing Client No. Used when looking up workspace.  Can also be set in Additional Settings

    Worksite 8/9
    Worksite 10
    Custodian

    Input Matter Mapped to field containing Matter No. Used when looking up workspace.

    Worksite 8/9
    Worksite 10
    Custodian

    Input FolderPath Mapped to field containing folder path e.g. Money Laundering\Money Laundering Documents

    Worksite 8/9
    Worksite 10
    Custodian
    HighQ

    Input FolderID FolderID mapped to field containing folder id, if set will take precedent over FolderPath setting (in Worksite10 format of library!number)

    Worksite 8/9
    Worksite 10
    HighQ

    Input DocumentID If set will use this to find existing document in target system.

    Worksite 8/9
    Worksite 10
    HighQ

    Input ItemName Required for uploading to Sysero

    Sysero

    Output DocumentID When mapped will store DocumentID returned from external system.

    Worksite 8/9
    Worksite 10
    HighQ

    Output Status Success or Failed

    Worksite 8/9
    Worksite 10
    HighQ
    Custodian
    Sysero

    Output StatusText Status text

    Worksite 8/9
    Worksite 10
    HighQ
    Custodian
    Sysero

    Additional Setting DocumentMode

    0 = AttachedDocuments
    1 = Automated Documents
    2 = Both of the above
    3 = Upload Button

    Worksite 8/9
    Worksite 10
    HighQ
    Custodian
    Sysero

    Additional Setting AlwaysCreateNew

    Do not try and lookup document ID by file title.  Create new document.

    Worksite 8/9
    Worksite10

    Additional Setting ConvertAssembledToPDF

    Convert document to PDF before uploading.

    Worksite 8/9
    Worksite 10
    HighQ
    Custodian
    Sysero

    Additional Setting OpenDocument

    Open document after uploading.  Note only works if 1 document and only for automated documents

    Worksite 8/9
    Worksite 10
    HighQ
    Custodian
    Sysero

    Additional Setting SettingsProfile

    Allows for secondary worksite instance to be used.

    Worksite 8/9

    Additional Setting OverwriteCurrentVersion

    Don't create new version of existing document

    Worksite 8/9
    Worksite 10

    Additional Setting SheetID

    iSheet ID

    HighQ

    Additional Setting LinkColumnID

    iSheet Column ID to write sysero form link to

    HighQ

    Additional Setting LinkText

    Text for above form link

    HighQ

    Additional Setting CreateFolder

    Create folder in HighQ if it doesn't already exist

    HighQ

    Additional Setting SiteID

    ID of HighQ site

    HighQ

    Additional Setting OnlyUseFolderID

    Do not use default folderpath if folderid not found

    Worksite10

    Additional Setting LinkHTTP

    Add link to target documents URL

    HighQ

    Additional Setting OpenProfile

    Opens Sysero form

    Sysero

    Additional Setting PrimaryKey

    Name of primary key field in target data room

    Sysero

    Additional Setting KeepProfile

    Do not change profile when uploading

    Worksite 8/9
    Worksite 10

    Additional Setting TargetDataRoomID

    The ApplicationID of the DataRoom being uploaded to on the target Sysero System

    Sysero

    Additional Setting TargetCompanyID

    The CompanyID to be uploaded to on the target Sysero System

    Sysero

     

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