FileBound

The FileBound connector uploads documents and their metadata to FileBound. The connector provides options to browse and select Projects, Separators and Dividers.

Settings

FileBound Account

FileBound Authentication

Provide authentication details for the FileBound server. The server can be assigned using a http url, a UNC path on the local network or a ODBC data connection string. By selecting the "Test Connection" button, a connection and authentication test will be performed.

Project

Once authenticated, the appropriate FileBound Project should be selected from the drop-down list. The remaining assignments and filing options will be in context to this project.

Assignments

Index Data Mapping

Use the merge value field to assign values to the FileBound field. Data and information that has been captured can be inserted into the FileBound field related to the document being uploaded. The FileBound fields that are mapped will be listed with their assigned values/indexes.

Filing

Divider

Where a divider should be assigned to documents, the divider can be assigned as a fixed value or built using a merged value. Any dividers that do not exist will be created.

Separator

Where a separator should be assigned to documents, the separator can be assigned as a fixed value or built using a merged value. Any separators that do not exist will be created.

Document

File Name

FileBound can assign the document a name or, if the option is disabled, the merge field can be used to assign a name the document.

Document Notes

Document notes are optional and include the flexibility of building the notes using merged values.

File Type Options

File Type Options and related information are available here.