References to Document Files

Import data can be used to create documents to which no document files are assigned, but rather, references to the locations of document files.

The location can either be in an integrated third-party system, or a location in the DMS, where the document files are associated with another document type.

You can open such documents to view in read-only mode but you will not be able to edit them.

These references are configured in the System ID dialog according to the specified location.

For cross-context references to document files in enaio®, enter 0 as system ID, for references to document files in a different server family or an integrated third-party system, enter the system ID that was automatically assigned when setting up the virtual driver for this system.

Additionally, the import data need to contain the unambiguous ID of the document in the integrated system. Assign this ID to the 'Foreign ID' object field during field mapping. Document files can be uniquely located using the system ID and the foreign ID.

You can also create cross-type reference documents by transferring the system ID from import records and field mapping the 'System-ID' object field.

Cross-type reference documents and the reference target must be assigned to the same module. The reference will lead to an error if a cross-type reference points to a document that has been assigned to another module by an import or through variant administration.