Connection
|
Option |
Description |
|---|---|
|
Service URL |
Service URL for altusECM REST API. For example, The port is typically 9997. |
|
Client ID |
The OAuth Client ID that was provided by IT Vision. |
|
Client Secret |
The OAuth Client Secret that was provided by IT Vision. |
|
Username |
The name of the user that EzeScan will impersonate when connecting to altusECM. Use the browse button […] to pick from the list of available users. |
Upload Document
Upload a document and metadata to a folder in altus ECM server.
Builtin Fields
|
Option |
Description |
|---|---|
|
Folders |
The folder number to upload the document to. Use the […] button to browse the available folders in altus ECM. |
|
Content Type |
The ID of the content type to apply to upload documents. Use the […] button to choose from the list of content types. |
|
Document Type |
The ID of the document type to apply to upload documents (for example, INT). Use the […] button to choose from the list of content types. |
|
Managers |
The managers to associate with the upload document. |
|
Owners |
The owners to associate with the upload document. |
|
Received Date |
The date the document was received formatted as |
|
Status |
The status to apply to the upload document (for example, New). Use the […] button to choose from the list of statuses. |
|
Summary |
The description to give the document in altus ECM. |
|
Related Apps |
Optionally add related apps to upload documents. |