Esportazione

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:

1. Click on the “New” button.

2. Select the Export Type you want to configure (e.g., Infor, IDM, SFTP).

3. Fill in the required fields based on the export type.

4. 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