Therefore

The Therefore connector allows Umango to export documents and metadata directly into your on-premise or cloud Therefore system. It supports both dynamic category and case assignment, metadata mapping and optional check-in comments.

Settings

Therefore Connection

To connect to your Therefore server, you need to provide the following credentials: 

• Therefore server URL - Enter the URL of your on-premise or cloud-based Therefore server. 
• User name - The username used to authenticate. 
• User password - The password associated with the username. 

Click the Test Connection button to validate your credentials and ensure a successful connection to Therefore.

Case Selection

Decide whether documents should be assigned to a case within Therefore.

• Always export to the case below – Select a case definition from the dropdown. This will apply to all exports using this job. 
• Do not select a case – Skips case association entirely

Note: Enable Case Index Selection and setup a related export field to allow the user to select a case during export. 

Assignments

Category and Index Mapping

Map index values from Umango to a selected Therefore category and its fields. 

• Use the Select Category dropdown to choose the Therefore category to export into. 
• Define one or more Value and Field mappings: 
• Value – A static or merged value to assign  
• Field – The target index field on the selected category 

Click Add to save the mapping. All active mappings will appear in the table below. 

Document Name

Set file name and check-in options for the uploaded document. 

File Name – Use a static value or data merge field to name the uploaded file. 

Check-In Comment – (Optional) Include a comment to be saved with the document at check-in time. 

Note: Uploaded files will be added as new versions to pre-existing files (with the same file name and extension) within Therefore. 

File Type Options

File Type Options and related information are available here.