As a FlowWright Admin User, navigate to the Administration > DMS Sources page. 

The DMS Sources page appears as shown in this example below. Here, you create a configuration that links a file system provider to a file root path, defining the document storage source.  

Click the “DMS Source” menu to navigate to the “DMS Providers” page. 

Select the Actions menu to access the “Create, Edit, Copy, Remove, and Test” options. 

Select the Source from the table and click the Export menu to access “XML and SQL” features.

Select the Import - XML menu to add a new DMS Source. 

Actions - Create.

Select Actions > Create to add a new DMS Source.

A pop-up window appears for configuration. You must provide the DMS Source name, and select the provider from the drop-down list. Enter the hierarchy order value. Provide the “RootPath” value. Click the “Test Provider” button to verify the configuration. A confirmation message is displayed in the top-right corner. Click the “Create” button to add a new DMS Source to the table.  

Actions - Edit.

Select a provider from the table, then click Actions > Edit to modify its configuration.  

A pop-up window displays the current configuration. You can modify the values and then click the “Validate” button to confirm. A confirmation message appears in the top-right corner. Click the “Update” button to save your changes.

The DMS Source configuration has been updated, and a confirmation message appears in the top-right corner.  

Actions - Copy.

Select a Source from the table, then click Actions > Copy to duplicate the DLL configuration.

A pop-up window appears for configuration. You need to enter a new name and click the “Copy” button. 

A copy of the DMS Source is created, and a confirmation message appears in the top-right corner. 

Actions - Remove.

Select a Source from the table, then click Actions > Remove to permanently delete the DLL configuration.

A confirmation pop-up window appears. Click the OK button. 

The DMS Source is removed, and a confirmation message appears in the top-right corner. 

Actions - Test.

Select a Source from the table, then click Actions > Test to validate the DLL configuration.

A DMS Source is validated, and a notification message is displayed in the top-right corner. 

Export - XML.

This feature allows DMS Source to be exported or imported between FlowWright environments as an XML file. Another feature, “Synchronization,” also provides a similar function. Select a provider from the table, then click Export > XML. The XML file is downloaded to your local folder. 

The XML file extract is provided below for reference. 

Export - SQL.

This feature allows DMS Providers to be exported from one FlowWright Database to another as an SQL file.

Select a provider from the table, then click Export > SQL. The SQL file is downloaded to your local folder. 

The SQL file extract is provided below for reference. 

Import - XML.

This feature allows DMS Source to be exported or imported between FlowWright environments as an XML file. Another feature, “Synchronization,” also provides a similar function. Select a provider from the table, then click Import > XML. 

A pop-up window is displayed for configuration. Select the XML file from the local folder and click the “Import” button.   

The XML file is imported and replaces the DLL by the same name. A confirmation message appears in the top-right corner.