Saving Files to EDMS Systems

Setting up EDMS Integration actions - for example to I@W

1. Confirm the file paths for the files to be save to

e.g.

\\testdb01\Adhoc\GIM_Test\IEG4

\\livedb01\Adhoc\GIM_Live\IEG4

 

System                      File path  (Please supply test ad live file paths for EDMS)

Test                              XXX

Live                              XXX

 

2. Control file (Form PDFs) 

2a) What is the format of the CSV indexing file

Example

• Source File/File path (as above) including the pdf name? e.g. \\livedb01\Adhoc\GIM_Live\IEG4\RFSFHMZR-DOCTYPE.pdf
• Eforms
• File system
• Document Ref
• Document Type
• Date form submitted
• Folder 1 Ref e.g. Account number  (Unknown if not known)
• Document? Ref 2 - form reference

Please provide how each section of the CSV indexing file should be made up.

Column                        Details

1                                      XXX

2                                      XXX

3                                    XXX

4                                    XXX

5                                    XXX

6                                    XXX

7                                    XXX

 

2b) Please provide an example control file

e.g.

\\testdb01\adhoc\gim_live\ieg4\RFSFHMZR-CMYMOAUT-.pdf,eforms,re,CMYMOAUT,29/11/2021,53014470,RFSFHMZR

XXX

 

3. Control file (Document uploads)

Format of the csv file for document uploads linked to the form

 

\\testdb01\adhoc\gim_live\ieg4\ RFSFHMZR-example upload.pdf,eforms,re, CMYMOAUT,29/11/2021,53014470,RFSFHMZR

XXX