MetaServer > Help > Export to SharePoint

030-070 MetaServer Export – Export to SharePoint

With the MetaServer Export to SharePoint action, you can export documents to SharePoint on premise or SharePoint Online.

You can construct the folder structure and file name using fixed elements and variables or metadata fields.

Select a library and content type and map variables or metadata fields with its columns.

The export connector makes use of SharePoint’s versioning feature and when a document with the same name is exported a new version of the document will be created.

To add an Export to SharePoint action, select the action after which you want to insert the Export to SharePoint action and press Add -> Export -> to SharePoint. The Setup window will automatically open.

You can also open the setup window of an existing Export to SharePoint action by double clicking the action or by pressing the setup button on the right side of the action or in the ribbon, as shown below.

In our example, we will use the “CB – FLOATING DATA” workflow as a reference. This workflow is automatically installed with CaptureBites MetaServer.

TIP: The thumbnail on the right will follow you, so you can easily refer to the Setup window. Click on the thumbnail to make the image larger.

Don't forget to add a description to your action.

01 - File Source: press the dropdown button to specify the source of your files.

By default, Processed PDF is selected. This means that the output will be a PDF, no matter what the original imported file type was.

- PDF/TIF/JPG/PNG attachment: refers to the original PDF, TIF, JPG or PNG files that were imported with an Import Email action.

- Excel / Word attachment*: refers to Excel or Word files that were imported with an Import Email action.

- Original Body PDF: refers to the email body converted to PDF format.

- Email PDF: refers to the complete imported email, including all its attachments, converted to PDF format.

- Email EML: refers to the complete imported email including all its attachments in EML format.

- Email MSG: refers to the complete imported email including all its attachments in MSG format.

- Imported PDF/TIF/JPG/PNG*: refers to the original PDF, TIF, JPG or PNG files that were imported with an Import from Folder action.

- Imported Excel / Word: refers to the original Excel or Word files that were imported by with an Import from Folder action.

- Processed PDF: refers to the PDF after every prior action. For example, if you've applied a Scale Page(s) action before exporting to a folder, it will export the scaled PDF.

- Processed TIF: refers to the TIF version of an imported document or attachment converted to TIF with a Convert to Multipage TIF action.

- Processed JPG: refers to the JPG version of an imported document or attachment convert to JPG with a Convert to JPG action.

NOTE: Technically any imported file format such as TIF, JPG and PNG are internally converted to PDF first. So, if you want to separate an imported multipage TIF file and export the separated TIF files, you need to add a Convert to Multipage TIF action before exporting. In the export action, select "Processed TIF" as the File Source.

* = To import Excel or Word documents, you'll need to have a license of the “Import Office Documents” module.

1) Labels: you can change the labels of each file source if you want to use them later as metadata values in your settings.

 

Here you can enter your SharePoint server information. By default, we prefill the settings of a demo SharePoint server. Change these settings to your own SharePoint settings.

01 – Address: enter your SharePoint server address.

02 – User name: the user name of your SharePoint account. When in doubt, contact your IT department.

03 – Password: enter your SharePoint server password. When in doubt, contact your IT department.

04 – Domain: enter your domain if applicable

05 – Timeout: it’s recommended to use the default 100 seconds. If you experience regular timeouts, change it to a higher value.

01 – Library: select your destination library by pressing the drop-down arrow.

02 – Document name: you can set up your document name by combining fixed values, variables and metadata fields. Click on the drop-down arrow to pick from a list of possible values. You can see a preview of your document name below the input field.

You can also use the file name to dynamically make subfolders by simply inserting a “/” (forward slash). For example, if you want to add a dynamic subfolder based on the import date’s year, you would use a file name like this:

{ Import Date, YYYY }/{ Field, Date }_{ Field, Account Number }{ File Sequence Number }{ File Type Extension }

  • Clear
  • My text here
  • {{}}
  • { Space }
• Line:
    • { Line Separator }
    • { Line Number }
    • { Line Count }
• System:
    • Server:
      • { Server User Name }
      • { Server Computer Name }
      • { Server Version }
      • { Server Unit of Length }
      • in
      • cm
    • Operator:
      • { Operator User Name }
      • { Operator Computer Name }
      • { Operator Working Time }
      • { Operator Total Working Time }
    • Current Date:
      • { Current Date, System }
      • { Current Date, DDMMYYYY }
      • { Current Date, DD }/{ Current Date, MM }/{ Current Date, YYYY }
      • { Current Date, DD }-{ Current Date, MM }-{ Current Date, YYYY }
      • { Current Date, MMDDYYY }
      • { Current Date, MM }/{ Current Date, DD }/{ Current Date, YYYY }
      • { Current Date, MM }-{ Current Date, DD }-{ Current Date, YYYY }
      • { Current Date,YYYYMMDD }
      • { Current Date, YYYY }/{ Current Date, MM }/{ Current Date, DD }
      • { Current Date, YYYY }-{ Current Date, MM }-{ Current Date, DD }
      • { Current Date, JJJ }
      • { Current Date, YYJJJ }
      • { Current Date, DD }
      • { Current Date, DDD }
      • { Current Date, MM }
      • { Current Date, MMM }
      • { Current Date, YY }
      • { Current Date, YYYY }
      • { Current Date, W }
      • { Current Date, WW }
    • Current Time:
      • { Current Date, System }
      • { Current Date, HHmmss }
      • { Current Time, HH }:{ Current Time, mm }:{ Current Time, ss }
      • { Current Date, HHmmsstt }
      • { Current Time, HH }:{ Current Time, mm }:{ Current Time, ss }:{ Current Time, tt }
      • { Current Time, HH }
      • { Current Time, hh }
      • { Current Time, ss }
      • { Current Time, tt }
• Workflow:
    • { Workflow Name }
• Document:
    • { Document Unique Id }
    • Reject:
      • { Reject Reason Number }
      • { Reject Reason }
    • { Document Number }
    • { Document Count }
    • Page:
      • { Document Page Number }
      • { Document Page Count }
      • { Document Page Width }
      • { Document Page Height }
    • { Document File Size }
    • { Document Dominant Language }
    • { Document Source }
    • { Document File Type }
    • { Document PDF Compliance }
• Email:
    • Inbox:
      • { Email Inbox Name }
      • { Email Inbox Address }
      • { Email Inbox SSL }
      • { Email Inbox Port }
      • { Email Inbox User Name }
    • { Email Unique ID }
    • { Email Import Condition }
    • Date:
      • { Email Date, System }
      • { Email Date, DDMMYYYY }
      • { Email Date, DD }/{ Email Date, MM }/{ Email Date, YYYY }
      • { Email Date, DD }-{ Email Date, MM }-{ Email Date, YYYY }
      • { Email Date, MMDDYYY }
      • { Email Date, MM }/{ Email Date, DD }/{ Email Date, YYYY }
      • { Email Date, MM }-{ Email Date, DD }-{ Email Date, YYYY }
      • { Email Date,YYYYMMDD }
      • { Email Date, YYYY }/{ Email Date, MM }/{ Email Date, DD }
      • { Email Date, YYYY }-{ Email Date, MM }-{ Email Date, DD }
      • { Email Date, JJJ }
      • { Email Date, YYJJJ }
      • { Email Date, DD }
      • { Email Date, DDD }
      • { Email Date, MM }
      • { Email Date, MMM }
      • { Email Date, YY }
      • { Email Date, YYYY }
      • { Email Date, W }
      • { Email Date, WW }
    • Time:
      • { Email Date, System }
      • { Email Date, HHmmss }
      • { Email Time, HH }:{ Email Time, mm }:{ Email Time, ss }
      • { Email Date, HHmmsstt }
      • { Email Time, HH }:{ Email Time, mm }:{ Email Time, ss }:{ Email Time, tt }
      • { Email Time, HH }
      • { Email Time, hh }
      • { Email Time, ss }
      • { Email Time, tt }
    • From:
      • { Email From Name }
      • { Email From Address }
      • { Email From Full }
    • To:
      • { Email To Name }
      • { Email To Address }
      • { Email To Full }
      • { Email To Name, 1 }
      • { Email To Address, 1 }
      • { Email To Full, 1 }
    • Cc:
      • { Email Cc Name }
      • { Email Cc Address }
      • { Email Cc Full }
      • { Email Cc Name, 1 }
      • { Email Cc Address, 1 }
      • { Email Cc Full, 1 }
    • { Email Subject }
    • Attachment:
      • { Email Attachment Name }
      • { Email Extension }
      • { Email Page Count }
    • { Email Attachments List }
    • { Email Body Text }
• Import:
    • Date:
      • { Import Date, System }
      • { Import Date, DDMMYYYY }
      • { Import Date, DD }/{ Import Date, MM }/{ Import Date, YYYY }
      • { Import Date, DD }-{ Import Date, MM }-{ Import Date, YYYY }
      • { Import Date, MMDDYYY }
      • { Import Date, MM }/{ Import Date, DD }/{ Import Date, YYYY }
      • { Import Date, MM }-{ Import Date, DD }-{ Import Date, YYYY }
      • { Import Date,YYYYMMDD }
      • { Import Date, YYYY }/{ Import Date, MM }/{ Import Date, DD }
      • { Import Date, YYYY }-{ Import Date, MM }-{ Import Date, DD }
      • { Import Date, JJJ }
      • { Import Date, YYJJJ }
      • { Import Date, DD }
      • { Import Date, DDD }
      • { Import Date, MM }
      • { Import Date, MMM }
      • { Import Date, YY }
      • { Import Date, YYYY }
      • { Import Date, W }
      • { Import Date, WW }
    • Time:
      • { Import Date, System }
      • { Import Date, HHmmss }
      • { Import Time, HH }:{ Import Time, mm }:{ Import Time, ss }
      • { Import Date, HHmmsstt }
      • { Import Time, HH }:{ Import Time, mm }:{ Import Time, ss }:{ Import Time, tt }
      • { Import Time, HH }
      • { Import Time, hh }
      • { Import Time, ss }
      • { Import Time, tt }
    • File:
      • { Import File Page Count }
      • { Import File Full Path and Name }
      • { Import File Full Name }
      • { Import File Name }
      • { Import File Extension }
      • { Import File Root }
      • { Import File Full Path }
      • { Import File Subfolder }
      • Subfolder level (1-10):
        • { Import File Subfolder, (1-10) }
• Export:
    • Date:
      • { Export Date, System }
      • { Export Date, DDMMYYYY }
      • { Export Date, DD }/{ Export Date, MM }/{ Export Date, YYYY }
      • { Export Date, DD }-{ Export Date, MM }-{ Export Date, YYYY }
      • { Export Date, MMDDYYY }
      • { Export Date, MM }/{ Export Date, DD }/{ Export Date, YYYY }
      • { Export Date, MM }-{ Export Date, DD }-{ Export Date, YYYY }
      • { Export Date,YYYYMMDD }
      • { Export Date, YYYY }/{ Export Date, MM }/{ Export Date, DD }
      • { Export Date, YYYY }-{ Export Date, MM }-{ Export Date, DD }
      • { Export Date, JJJ }
      • { Export Date, YYJJJ }
      • { Export Date, DD }
      • { Export Date, DDD }
      • { Export Date, MM }
      • { Export Date, MMM }
      • { Export Date, YY }
      • { Export Date, YYYY }
      • { Export Date, W }
      • { Export Date, WW }
    • Time:
      • { Export Date, System }
      • { Export Date, HHmmss }
      • { Export Time, HH }:{ Export Time, mm }:{ Export Time, ss }
      • { Export Date, HHmmsstt }
      • { Export Time, HH }:{ Export Time, mm }:{ Export Time, ss }:{ Export Time, tt }
      • { Export Time, HH }
      • { Export Time, hh }
      • { Export Time, ss }
      • { Export Time, tt }
    • File:
      • { Export Source Label }
      • { Export File File Sequence Number }
      • { Export File File Sequence Number, 3 }
      • { Export File File Sequence Number with Zeros, 3 }
      • { Export File File Sequence Number Windows Style }
      • { Export Page Count }
      • { Export File Name }
      • { Export File Extension }
• Creation:
      • Date:
        • { Creation Date, System }
        • { Creation Date, DDMMYYYY }
        • { Creation Date, DD }/{ Creation Date, MM }/{ Creation Date, YYYY }
        • { Creation Date, DD }-{ Creation Date, MM }-{ Creation Date, YYYY }
        • { Creation Date, MMDDYYY }
        • { Creation Date, MM }/{ Creation Date, DD }/{ Creation Date, YYYY }
        • { Creation Date, MM }-{ Creation Date, DD }-{ Creation Date, YYYY }
        • { Creation Date,YYYYMMDD }
        • { Creation Date, YYYY }/{ Creation Date, MM }/{ Creation Date, DD }
        • { Creation Date, YYYY }-{ Creation Date, MM }-{ Creation Date, DD }
        • { Creation Date, JJJ }
        • { Creation Date, YYJJJ }
        • { Creation Date, DD }
        • { Creation Date, DDD }
        • { Creation Date, MM }
        • { Creation Date, MMM }
        • { Creation Date, YY }
        • { Creation Date, YYYY }
        • { Creation Date, W }
        • { Creation Date, WW }
      • Time:
        • { Creation Date, System }
        • { Creation Date, HHmmss }
        • { Creation Time, HH }:{ Creation Time, mm }:{ Creation Time, ss }
        • { Creation Date, HHmmsstt }
        • { Creation Time, HH }:{ Creation Time, mm }:{ Creation Time, ss }:{ Creation Time, tt }
        • { Creation Time, HH }
        • { Creation Time, hh }
        • { Creation Time, ss }
        • { Creation Time, tt }
  • Fields
  • Field labels
  • Field confidence levels
  • Field line counts

03 – Content type: press the drop-down button to select the correct content type. All the SharePoint properties of the selected content type will be listed in the field mapping table.

You can also choose to dynamically switch content types using a field. Press the “…” button to select the dynamic field.

04 – Field mapping: here you can map SharePoint properties with fixed values, variables and metadata fields.

1) SharePoint Field: this column shows all existing properties in the selected content type.

2) Type: this indicates the column type, like Text, Note, Number, DateTime* or Boolean.

3) Value: in the value column, you can enter fixed values or use the drop-down arrow to compose the value using the current Workflow’s metadata fields or variables.

*IMPORTANT – IN CASE OF AN “INVALID DATE” ERROR: SharePoint only accepts dates between 01/01/1900 and 12/03/8900. If a date is exported that is not between this range, the Export to SharePoint action will fail with an invalid date error and the document will end up in the Errors tab.

Work-arounds:

1. Put a date range check in your Validate Date and Time rules to avoid sending a date before 01/01/1900.

2. If you want to use dates before 01/01/1900, you’ll need to create a “Text” field instead of a “Date” field in your SharePoint library.

3. Since MetaServer version 3.1.23, you can correct the field value in the Errors tab. For example, in a rare case where your date is before 01/01/1900 and you did not have a Validate Date and Time step before exporting to SharePoint, you can correct or adjust that date in the Errors tab and Retry the action using that adjusted value.

  • Clear
  • My text here
  • {{}}
  • { Space }
• Line:
    • { Line Separator }
    • { Line Number }
    • { Line Count }
• System:
    • Server:
      • { Server User Name }
      • { Server Computer Name }
      • { Server Version }
      • { Server Unit of Length }
      • in
      • cm
    • Operator:
      • { Operator User Name }
      • { Operator Computer Name }
      • { Operator Working Time }
      • { Operator Total Working Time }
    • Current Date:
      • { Current Date, System }
      • { Current Date, DDMMYYYY }
      • { Current Date, DD }/{ Current Date, MM }/{ Current Date, YYYY }
      • { Current Date, DD }-{ Current Date, MM }-{ Current Date, YYYY }
      • { Current Date, MMDDYYY }
      • { Current Date, MM }/{ Current Date, DD }/{ Current Date, YYYY }
      • { Current Date, MM }-{ Current Date, DD }-{ Current Date, YYYY }
      • { Current Date,YYYYMMDD }
      • { Current Date, YYYY }/{ Current Date, MM }/{ Current Date, DD }
      • { Current Date, YYYY }-{ Current Date, MM }-{ Current Date, DD }
      • { Current Date, JJJ }
      • { Current Date, YYJJJ }
      • { Current Date, DD }
      • { Current Date, DDD }
      • { Current Date, MM }
      • { Current Date, MMM }
      • { Current Date, YY }
      • { Current Date, YYYY }
      • { Current Date, W }
      • { Current Date, WW }
    • Current Time:
      • { Current Date, System }
      • { Current Date, HHmmss }
      • { Current Time, HH }:{ Current Time, mm }:{ Current Time, ss }
      • { Current Date, HHmmsstt }
      • { Current Time, HH }:{ Current Time, mm }:{ Current Time, ss }:{ Current Time, tt }
      • { Current Time, HH }
      • { Current Time, hh }
      • { Current Time, ss }
      • { Current Time, tt }
• Workflow:
    • { Workflow Name }
• Document:
    • { Document Unique Id }
    • Reject:
      • { Reject Reason Number }
      • { Reject Reason }
    • { Document Number }
    • { Document Count }
    • Page:
      • { Document Page Number }
      • { Document Page Count }
      • { Document Page Width }
      • { Document Page Height }
    • { Document File Size }
    • { Document Dominant Language }
    • { Document Source }
    • { Document File Type }
    • { Document PDF Compliance }
• Email:
    • Inbox:
      • { Email Inbox Name }
      • { Email Inbox Address }
      • { Email Inbox SSL }
      • { Email Inbox Port }
      • { Email Inbox User Name }
    • { Email Unique ID }
    • { Email Import Condition }
    • Date:
      • { Email Date, System }
      • { Email Date, DDMMYYYY }
      • { Email Date, DD }/{ Email Date, MM }/{ Email Date, YYYY }
      • { Email Date, DD }-{ Email Date, MM }-{ Email Date, YYYY }
      • { Email Date, MMDDYYY }
      • { Email Date, MM }/{ Email Date, DD }/{ Email Date, YYYY }
      • { Email Date, MM }-{ Email Date, DD }-{ Email Date, YYYY }
      • { Email Date,YYYYMMDD }
      • { Email Date, YYYY }/{ Email Date, MM }/{ Email Date, DD }
      • { Email Date, YYYY }-{ Email Date, MM }-{ Email Date, DD }
      • { Email Date, JJJ }
      • { Email Date, YYJJJ }
      • { Email Date, DD }
      • { Email Date, DDD }
      • { Email Date, MM }
      • { Email Date, MMM }
      • { Email Date, YY }
      • { Email Date, YYYY }
      • { Email Date, W }
      • { Email Date, WW }
    • Time:
      • { Email Date, System }
      • { Email Date, HHmmss }
      • { Email Time, HH }:{ Email Time, mm }:{ Email Time, ss }
      • { Email Date, HHmmsstt }
      • { Email Time, HH }:{ Email Time, mm }:{ Email Time, ss }:{ Email Time, tt }
      • { Email Time, HH }
      • { Email Time, hh }
      • { Email Time, ss }
      • { Email Time, tt }
    • From:
      • { Email From Name }
      • { Email From Address }
      • { Email From Full }
    • To:
      • { Email To Name }
      • { Email To Address }
      • { Email To Full }
      • { Email To Name, 1 }
      • { Email To Address, 1 }
      • { Email To Full, 1 }
    • Cc:
      • { Email Cc Name }
      • { Email Cc Address }
      • { Email Cc Full }
      • { Email Cc Name, 1 }
      • { Email Cc Address, 1 }
      • { Email Cc Full, 1 }
    • { Email Subject }
    • Attachment:
      • { Email Attachment Name }
      • { Email Extension }
      • { Email Page Count }
    • { Email Attachments List }
    • { Email Body Text }
• Import:
    • Date:
      • { Import Date, System }
      • { Import Date, DDMMYYYY }
      • { Import Date, DD }/{ Import Date, MM }/{ Import Date, YYYY }
      • { Import Date, DD }-{ Import Date, MM }-{ Import Date, YYYY }
      • { Import Date, MMDDYYY }
      • { Import Date, MM }/{ Import Date, DD }/{ Import Date, YYYY }
      • { Import Date, MM }-{ Import Date, DD }-{ Import Date, YYYY }
      • { Import Date,YYYYMMDD }
      • { Import Date, YYYY }/{ Import Date, MM }/{ Import Date, DD }
      • { Import Date, YYYY }-{ Import Date, MM }-{ Import Date, DD }
      • { Import Date, JJJ }
      • { Import Date, YYJJJ }
      • { Import Date, DD }
      • { Import Date, DDD }
      • { Import Date, MM }
      • { Import Date, MMM }
      • { Import Date, YY }
      • { Import Date, YYYY }
      • { Import Date, W }
      • { Import Date, WW }
    • Time:
      • { Import Date, System }
      • { Import Date, HHmmss }
      • { Import Time, HH }:{ Import Time, mm }:{ Import Time, ss }
      • { Import Date, HHmmsstt }
      • { Import Time, HH }:{ Import Time, mm }:{ Import Time, ss }:{ Import Time, tt }
      • { Import Time, HH }
      • { Import Time, hh }
      • { Import Time, ss }
      • { Import Time, tt }
    • File:
      • { Import File Page Count }
      • { Import File Full Path and Name }
      • { Import File Full Name }
      • { Import File Name }
      • { Import File Extension }
      • { Import File Root }
      • { Import File Full Path }
      • { Import File Subfolder }
      • Subfolder level (1-10):
        • { Import File Subfolder, (1-10) }
• Export:
    • Date:
      • { Export Date, System }
      • { Export Date, DDMMYYYY }
      • { Export Date, DD }/{ Export Date, MM }/{ Export Date, YYYY }
      • { Export Date, DD }-{ Export Date, MM }-{ Export Date, YYYY }
      • { Export Date, MMDDYYY }
      • { Export Date, MM }/{ Export Date, DD }/{ Export Date, YYYY }
      • { Export Date, MM }-{ Export Date, DD }-{ Export Date, YYYY }
      • { Export Date,YYYYMMDD }
      • { Export Date, YYYY }/{ Export Date, MM }/{ Export Date, DD }
      • { Export Date, YYYY }-{ Export Date, MM }-{ Export Date, DD }
      • { Export Date, JJJ }
      • { Export Date, YYJJJ }
      • { Export Date, DD }
      • { Export Date, DDD }
      • { Export Date, MM }
      • { Export Date, MMM }
      • { Export Date, YY }
      • { Export Date, YYYY }
      • { Export Date, W }
      • { Export Date, WW }
    • Time:
      • { Export Date, System }
      • { Export Date, HHmmss }
      • { Export Time, HH }:{ Export Time, mm }:{ Export Time, ss }
      • { Export Date, HHmmsstt }
      • { Export Time, HH }:{ Export Time, mm }:{ Export Time, ss }:{ Export Time, tt }
      • { Export Time, HH }
      • { Export Time, hh }
      • { Export Time, ss }
      • { Export Time, tt }
    • File:
      • { Export File Page Count }
      • { Export File Full Path and Name }
      • { Export File Full Name }
      • { Export File Name }
      • { Export File Extension }
      • SHA256
      • Content - base64
• Creation:
      • Date:
        • { Creation Date, System }
        • { Creation Date, DDMMYYYY }
        • { Creation Date, DD }/{ Creation Date, MM }/{ Creation Date, YYYY }
        • { Creation Date, DD }-{ Creation Date, MM }-{ Creation Date, YYYY }
        • { Creation Date, MMDDYYY }
        • { Creation Date, MM }/{ Creation Date, DD }/{ Creation Date, YYYY }
        • { Creation Date, MM }-{ Creation Date, DD }-{ Creation Date, YYYY }
        • { Creation Date,YYYYMMDD }
        • { Creation Date, YYYY }/{ Creation Date, MM }/{ Creation Date, DD }
        • { Creation Date, YYYY }-{ Creation Date, MM }-{ Creation Date, DD }
        • { Creation Date, JJJ }
        • { Creation Date, YYJJJ }
        • { Creation Date, DD }
        • { Creation Date, DDD }
        • { Creation Date, MM }
        • { Creation Date, MMM }
        • { Creation Date, YY }
        • { Creation Date, YYYY }
        • { Creation Date, W }
        • { Creation Date, WW }
      • Time:
        • { Creation Date, System }
        • { Creation Date, HHmmss }
        • { Creation Time, HH }:{ Creation Time, mm }:{ Creation Time, ss }
        • { Creation Date, HHmmsstt }
        • { Creation Time, HH }:{ Creation Time, mm }:{ Creation Time, ss }:{ Creation Time, tt }
        • { Creation Time, HH }
        • { Creation Time, hh }
        • { Creation Time, ss }
        • { Creation Time, tt }
  • Fields
  • Field labels
  • Field confidence levels
  • Field line counts

05 – Date format: the “Date format” is relevant when you map a DateTime SharePoint field type.

DateTime type SharePoint fields will only accept valid dates and times in a consistent format. It’s very important to enter the correct input DateTime format as it was extracted by MetaServer. This way, the Export to SharePoint action can automatically convert the DateTime values and correctly update the date property.

For example:
You want to export the extracted Document Date that has a “MM/DD/YYYY” format to a Date type field in SharePoint.
You specify the following input format in the Date format input field:
{ Date, MM }/{ Date, DD }/{ Date, YYYY }

TIP: you can copy the current settings and paste them in another setup window of the same type. Do this by pressing the Settings button in the bottom left of the Setup window and by selecting Copy. Then open another setup window of the same type and select Paste.

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