Use file connections in DocuWare to upload CSV files and customize how the data is used within the system, including configuring column structures and mapping fields. Administrators primarily rely on this feature to set up Autoindex workflows that automatically enrich documents with data from external files or to create select lists for easier data entry. Ultimately, File Connections streamline the integration of data from external sources to meet specific requirements.
Create a new file connection
There are no specific permissions required to access the File Connections module. Go to DocuWare Configurations > Integrations > File connections and click the New File Connection button.
Setting up the file structure
There are two options for uploading CSV files:
Click the File system button and browse to select the file from your computer, or drag and drop the CSV into the dialog:
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Select the storage location where your CSV file is stored and then choose the file from the file name list.
A storage location can be created in the DocuWare Configurations > Intgerations > FTP section.
More options:
File name: This entry shows a list of all the CSV files from the chosen storage location. Select the file you want to upload. If you already chose a file via File system, the File name field displays the selected file and is disabled, indicating no further selection or configuration is needed in this section.
Storage location: Displays the system-level storage locations configured previously. If multiple locations exist, they’re listed in this dropdown. Select one to enable CSV upload.
Encoding type: Specifies the file’s code page. Click to open the dropdown and select a code page. The available options depend on your computer’s regional settings.
File type: File types options are Delimited and Fixed width.
Delimiter: Select the character that separates fields. Choose from the list or select Custom and enter your own delimiter.
Text indicator: Choose the text qualifier (e.g., a quote character) or disable it. You can also select Custom and enter a different character.
Row number of column header: Specify the row that contains the column names. If 0 is entered here, the system assumes that no information is available via this column name.
Start extraction at row: Specify the first row that contains data to be used, based on your file’s structure.
Drop leading blanks: If enabled, removes spaces at the beginning of values.
Drop trailing blanks: If enabled, removes spaces at the end of values.
Defining columns
Configure your data under Column definition. The table includes the following fields:
Column: Shows the number of columns in the file.
Title: Enter the display name for the column.
Type: Select the column type from the dropdown: text, numeric, or date.
Format: Displays the format for the selected type. Text has no additional options and appears empty by default. For numeric or date, the format is shown here. Click the entry to change formatting options.
Active: Choose whether the column is active or inactive.
Preview: The panel on the right shows a live preview based on your Column definition settings. The button in the upper right lets you switch the layout of the two panes between vertical and horizontal.
The Preview panel on the right shows how your file will look based on your Column definition settings and updates in real time. Use the button in the upper-right to switch the layout of the two panes between vertical and horizontal.
File connections overview page
This page lists all previously created file connections. The Actions menu lets you edit an existing connection’s settings, create a copy that retains all values and settings, or delete the connection. Use the search bar to quickly find a specific connection: .png)
The table shows:
Name: The file connection’s name.
Description: The file connection’s description.
Storage location: Where the file connection is stored.
Used in: Modules that currently use the file connection.
Here, you can see a list of all of the file connections which were previously created.