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

The “DMS Sources” page displays a list of sources in a table, as shown in the example below. Each source item creates a configuration that links a file system provider to a file root path, defining the document storage source. 

Select the “DMS Source” menu to open 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.

Enter the DMS Source name and select the provider from the drop-down list. Enter the hierarchy order value and provide the “RootPath” value. Select the checkbox to encrypt uploaded files. Click the “Test Provider” button to verify the configuration. A confirmation message appears in the top-right corner. Click the “Create” button to add a new DMS Source to the table. Note: When enabled, file encryption applies to both existing and new documents. 

Actions - Edit.

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

Modify the values, then click the “Validate” button to confirm. A confirmation message appears in the top-right corner. Click the “Update” button to save your changes. Note: When enabled, file encryption applies to both existing and new documents. 

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.

Enter a new name, then 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.

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

Select the XML file from the local folder and click the “Import” button.   

The XML file is imported, replacing the DLL with the same name. A confirmation message appears in the top-right corner.