MetaServer > Help > Export to Enadoc

030-100 MetaServer Export – Export to Enadoc

The Export to Enadoc action allows you to export documents to a specific Enadoc library using a Tag profile of choice to set the document’s security level.

You can map data extracted with MetaServer with the Document Indexes associated with the selected Enadoc Library.

It also includes the possibility to set a document link that can be shared via email (using an Export to Email action) or include as a hyperlink in a CSV, XML file or database table.

The key features of the Enadoc solution include:
– Cloud based or on-premise
– Integrated document viewers
– Custom metadata
– Ability to implement multiple security levels at user and document level
– Document retention policy management
– Records management
– Integration with external systems
– Disaster recovery capabilities

For more info, please visit www.enadoc.com.

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

You can also open the setup window of an existing Export to Enadoc 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 – INVOICES” workflow as a reference. This workflow is automatically installed with CaptureBites MetaServer.

When adding a new Export to Enadoc action, you will be redirected to an Enadoc login screen.

The logged user needs to have the appropriate access level to the Enadoc library where the documents need to be exported to. Once logged in, the connector will remember the user’s credentials.

To change the user, press the “Login…” button in the connection settings.

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 PDF, TIF, JPG or PNG files that were imported by means of the Import Email action.

- Email PDF: refers to the email body 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 by means of 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.

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.

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

01 – Url: by default, the Enadoc portal URL is used to connect to the Enadoc cloud server.

You can accept the default URL “https://portal.enadoc.com” if you have an Enadoc cloud subscription. If you use an On-Premise Enadoc server, you need to change this to your On-Premise Enadoc server URL.

02 – Timeout: if you have a slow or erratic internet connection, consider increasing the Timeout value.

03 – Retry delay: If the Enadoc server reports to be unavailable (error 502 and 503), we will retry the upload after the specified delay. We recommend keeping the default retry delay of 30 seconds or higher.

04 – Log: enable this option to create a log file each time Enadoc is called. This option is typically used during diagnosing issues with the Enadoc connectivity.

On the client side, you can find the information in the following folder:
C:\ProgramData\CaptureBites\Programs\Admin\Data\Log

On the server side, you can find the information in the following folder:
C:\ProgramData\CaptureBites\Programs\MetaServer\Data\Log

05 – Login: to change the current user, press the “Login…” button in the connection settings.

NOTE: the logged user needs to have the appropriate access level to the Enadoc library where the documents need to be exported to. Once logged in, the connector will remember the user’s credentials.

01 – Library: select your destination library by pressing the “…” button.

NOTE: If certain libraries are not listed, then you may have logged in with a user that does not have the correct access level for these libraries. Please, check your user’s access level with your Enadoc Administrator.

02 – Field mapping: here you can map Enadoc fields with fixed values, variables and metadata fields.

1) Enadoc Field: this column shows all existing Document Indexes of the selected Library.

2) Type: this column shows the type of the Enadoc field which can be a Text, Date or List

For List field types, press the drop-down arrow to view a list of valid values.

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.

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

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

For example:
You want to export the extracted Inspection Date that has a “MM/DD/YYYY” format to a Date type field in Enadoc.

You specify the following input format in the Date format input field:
{ Date, MM }/{ Date, DD }/{ Date, YYYY }

04 – Document link: this option generates a direct link to a document exported to Enadoc. You can then use that link in an email message (for example, to send a notification email), export the link to a database or include it in a CSV or XML file index.

To enable this option, select a MetaServer field to hold the Document link. To disable this, leave the field blank (default).

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.