Export
Overview
The Export page displays all configured export setups, including whether they are active or inactive. From here, users can:
View and manage existing export configurations
Create new export connections (e.g., to Infor, Infor & IDM, Webhook, or SFTP)
Edit or delete existing export configurations
Where to Find It
You can find it under: Settings → Document Processing → Export
Using the Export Page
When you open the Export page, you’ll see a list of all existing export configurations.
Each row in the list shows:
Status Indicator
Green means the export is active
Red means the export is deactivated
Name – the name of the export configuration
Document Type – the type of document the export is configured for
Sub-Organization – if the export is limited to a specific sub-organization
Export Method – where the document will be sent (e.g., Infor, IDM, SFTP)
Actions – buttons to edit, delete or activate/deactivate the configuration
Important Rules for Export Configuration
For each document type within a given organization or sub-organization, the following rules apply:
You can have only one active Infor export
You can have only one active non-Infor export (e.g., Webhook, SFTP)
However, it is possible to have:
One active Infor export and one active non-Infor export at the same time for the same document type
Different export configurations for different sub-organizations — for example, one Infor export for Sub-Org A and another Infor export for Sub-Org B
Creating a New Export
To create a new export:
Click on the “New” button.
Select the Export Type you want to configure (e.g., Infor, IDM, SFTP).
Fill in the required fields based on the export type.
Save the configuration.
Export Options
Webhook
Webhook
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
Export URL The destination URL where the document should be exported.
SFTP
SFTP
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
Username The username used to authenticate against the SFTP server.
Password The corresponding password for the SFTP account. Ensure the account has write access to the specified folder.
Server URL The hostname or IP address of the target SFTP server.
Port The port used to connect to the SFTP server.
Folder The path on the SFTP server where documents should be uploaded (e.g.,
/incoming/invoices/). Must exist and be writable.XSLT File (Optional)
The XSLT file allows for transformation of the default DocBits export format.
When to use: Only if the receiving system requires a different structure or specific formatting that differs from the DocBits default.
Leave it empty if the default export format meets the requirements.
Infor Export to SFTP
Infor Export to SFTP
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
IDM Mapping File Select a mapping file from the file manager. Need help creating one? View the IDM Mapping Guide
BOD Mapping File Select a mapping file from the file manager. Need help creating one? View the BOD Mapping Guide
Folder The path on the SFTP server where documents should be uploaded (e.g.,
/incoming/invoices/). Must exist and be writable.
SMB
SMB
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
Username The username used to connect to the SMB share.
Password The corresponding password for SMB authentication.
Server URL The address of the SMB server.
Port Port number used to access the SMB share.
Folder The folder path within the SMB share where documents should be saved(e.g.,
/incoming/invoices/). Must exist and be writable.JPL Mapping File (Optional)
The JPL file is used to define a transformation of the exported data before it is written to the SMB share.
When to use: Only when the exported document data needs to be adjusted to match external formatting or system expectations.
Leave it empty if no transformation is necessary.
Infor IDM
Infor IDM
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
ION Mapping File Select a mapping file from the file manager.
IDM Mapping File Select a mapping file from the file manager. Need help creating one? View the IDM Mapping Guide
Cloud / On-Prem Toggle A switch to indicate the Infor deployment type:
Cloud: Select this if Infor CloudSuite customer.
On-Prem: Select this if Infor is self-hosted.
Infor ION
Infor ION
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
ION Mapping File Select a mapping file from the file manager.
BOD Mapping File Select a mapping file from the file manager. Need help creating one? View the BOD Mapping Guide
Cloud / On-Prem Toggle A switch to indicate the Infor deployment type:
Cloud: Select this if Infor CloudSuite customer.
On-Prem: Select this if Infor is self-hosted.
Infor IDM + ION BOD
Infor IDM + ION BOD
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
ION Mapping File Select a mapping file from the file manager.
IDM Mapping File Select a mapping file from the file manager. Need help creating one? View the IDM Mapping Guide
BOD Mapping File Select a mapping file from the file manager. Need help creating one? View the BOD Mapping Guide
Cloud / On-Prem Toggle A switch to indicate the Infor deployment type:
Cloud: Select this if Infor CloudSuite customer.
On-Prem: Select this if Infor is self-hosted.
For Infor CloudSuite customers
Infor IDM + LN
Infor IDM + LN
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
ION Mapping File Select a mapping file from the file manager.
IDM Mapping File Select a mapping file from the file manager. Need help creating one? View the IDM Mapping Guide
LN Mapping File Select a mapping file from the file manager. Need help creating one? View the LN Mapping Example
Infor IDM + M3
Infor IDM + M3
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
ION Mapping File Select a mapping file from the file manager.
IDM Mapping File Select a mapping file from the file manager. Need help creating one? View the IDM Mapping Guide
M3 Mapping File Select a mapping file from the file manager. Need help creating one? View the M3 Mapping Example
Infor IDM + M3 (toml)
Infor IDM + M3 (toml)
Field Descriptions
Title The name of the export configuration. This will appear in the export list.
Sub-Organization (optional) A dropdown with all available sub-organizations.
If left empty: applies to the main organization.
If selected: the export will only apply to the chosen sub-organization.
Document Type Dropdown listing all available document types. This determines which type of document this export configuration applies to.
ION Mapping File Select a mapping file from the file manager.
IDM Mapping File Select a mapping file from the file manager. Need help creating one? View the IDM Mapping Guide
M3 toml Mapping File Select a mapping file from the file manager or use the select Toml option to use a toml created with the rule manager. Need help creating one? View the Rule Manager Guide
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