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  • FTP and SFTP

  • Microsoft OneDrive

  • Microsoft SharePoint 1)

  • Email

Besides the physical document file(s), an import file is needed in which there is more information on the document, like the company to which the document will be linked. The source needs to provide both types of files.

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Info

Document size

Note that each document can be a maximum of 10MB. Documents that exceed this amount are not processed. 1)

How to

Step 1 - Configure Profile

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Once we run a job for this profile we just created, the result looks like the screen print below.

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  1. Specific features, functionalities, and limitations are dependent on the type of subscription plan. For a comprehensive overview, please refer to the following subscription overview page.