Upload

What is Upload?

The Upload function enables you to add customer-provided documents and any associated metadata to Autoform DM via the UXPB Browser.

Once uploaded, these documents can be accessed through the Search and Download integrations. EB.TABLE.DEFINITION and Versions are utilized to define the available metadata fields and the list of Document Types. These will then be linked to the Document Definitions configured within Autoform DM.

Formpipe Upload Configuration

Formpipe Configuration: Temenos provides a set of quick-start templates to assist in setting up Upload. You can refer to these templates to quickly get started.

It's important to ensure that the list of available Document Types matches the Document Definitions defined in Autoform DM. Additionally, the upload fields must be matched to the Document Keys available for these Document Definitions.