Document tab

Use this combo box to define whether or not the component will route documents to the SharePoint server.

To activate document routing, select Yes from the drop-down list in the combo box; to deactivate document routing select No.

Document routing can be activated according to a condition. See more information about conditions in Conditional fields under Appendices.

Specify the name of the document library with which you want to work. If the specified library does not exist on the server, the configuration can be saved; however, at run time an error will occur and the document will be rejected. You can enter the document library name manually or click the browse button (...) to open the Select Document Library dialog box that allows selecting one of the existing document libraries on the server.

It is mandatory to fill out this text box.

Specify the folder where the routed files will be stored. You can enter the folder path manually or click the browse button (...) to open the Select Folder Path dialog box in which you can select one of the existing folders from the displayed folder tree. You can create a folder dynamically by entering a new name for the folder. You can also create a subfolder of the existing folder by entering the subfolder name after the folder name followed by the slash character "/"; for example, Folder1/New folder.

Specify a content type of the routed document. A content type describes the set of properties of the document and its behavior. The content types are defined on the SharePoint Server at the site level and can be applied to document libraries or lists configured to manage them. You can click the browse button (...) to open the Select Content Type dialog box to select a content type.

Select this check box to rename routed documents. In order to do this, enter the schema for the output file name in the field next to this check box. You can use one or several available RRTs to dynamically set the value of the schema.

If this check box is not selected, the routed file will keep its original name.

If this check box is selected and rename schema is not specified, then the default schema is used at run time: ~SPF::FileName~_~SPF::Counter~~SPF::FileExt~. For example, if the input file name is "File.tif", the renamed file will be "File_1.tif".

Select this check box to replace unsupported characters in the file names with an underscore "_". The following characters are replaced: ~ # % & * { } \ : < > ? / + | ”

Specify a workflow that will be initiated for the routed document. The workflow is a sequence of operations configured on the SharePoint server. You can click the browse button (...) to open the Select Workflow dialog box that allows selection of one of the existing workflows. If the component processes a batch of multiple documents, one workflow per document will be started.

Select this check box to check in the file on the server. That means that the file will be available to other users for editing and checking out if they have appropriate permissions.

If you select this check box, the routed document overwrites the existing document with the same name in the specified path. Depending on the SharePoint document library settings, the new version of the document will be created or the routed document will simply replace the existing document. If this check box is not selected and a document with the same name in the destination path is found, the error will occur and the component will reject the routed document.

Check this box to allow buffering, when uploading files into SharePoint. If this check box is not selected, the allocated memory does not increase and you can upload large files. This check box is not available for AutoStore Add-on services connection method.

Click this button to set the permissions, that is, access rights which users or groups will have for the routed document. The Define Permissions dialog box will open.

This group allows assigning properties or fields to the routed document.

If this option is selected, the component will ignore fields that are specified in the configuration and absent on the SharePoint server. If this option is not selected and you specify fields that are absent on the server, routed documents will be rejected.

Check this box to verify the values in the fields. When this check box is selected, then the component prevents you from saving documents with invalid values.

Click this button to add a new field to the fields list. The Add Field dialog box will open.

Click this button to edit properties of the selected field from the list. The Edit Field dialog box will open.

Select one or several fields and click this button to remove the selected fields from the list.