Upload Documents From Server Folder

The Upload Documents From Server Folder action lets you automate the process of uploading files from a specified server directory into the Document Panel of your form. This is useful for batch-importing documents, synchronizing server files with your application, or automating document workflows.

Properties and Explanation

Server Folder: Specifies the path to the server folder from which documents will be uploaded. Enter the absolute or relative path as required by your server environment.

File (Regex): Defines the file name pattern or regular expression to match files in the server folder. Only files matching this pattern will be uploaded.

Doc Type Name: Indicates the document type to which the uploaded files will be assigned. This helps categorize and manage the documents within the Document Panel.

Erase Previous: If checked, all existing documents of the specified type will be deleted before uploading new files from the server folder. This ensures only the latest files are present.

Erase File: If checked, the files will be deleted from the server folder after they are uploaded. Use this to prevent duplicate uploads or to clean up processed files.

Target Doc Type Name: Optionally specifies a different document type for the uploaded files, overriding the original Doc Type Name if needed.

• The action can be configured to erase previous documents, erase files after upload, or target a specific document type for the new uploads.

• It supports batch operations and can be used in automated workflows or scheduled tasks.

Full Configuration Example

Below is a screenshot of the Upload Documents From Server Folder action configuration, showing all properties set for server folder, file pattern, document type, erase options, and target document type:

• In this example, files matching the specified pattern are uploaded from the given server folder to the selected document type.

• Existing documents can be erased before upload, and source files can be deleted after upload if required.

• The Document Panel is updated automatically to reflect the new documents.