ECM - Advanced Math Expression Documentation

And you’d like to do that using a workflow? Or where are you trying to initiate this copy action from?

Yes, I was thinking we could do it from a workflow…maybe that won’t work though…

I’m trying to figure out why you would put a document into ECM only to want to copy it out to a network drive again, what are you trying to do with the document after you get it to the network drive?

That’s a long story…lol! Our Accounting department still wants to do things the way they did before automation because not all invoices are running through AP Automation currently. So, they want a copy of everything that gets put in Epicor, whether through automation or not.

We are just kicking off the project to do line item matching in AP Automation. Until that is ready, most PO invoices are still being entered manually (and matched manually).

You can teach them how to export out of ECM if that works?

You can make a search to retrieve all documents that were scanned in yesterday, the day before, or whatever date you are looking for and then select them all at once and click export I think???

I did that but they prefer something automated, if possible.

A few people on here, and I am just goign to tag @klincecum cause I swear he was posting bout it recently, just posted some code or something of that nature to loop through attachments and download them… maybe you could try that?

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Thanks, Utah! I’ll take a look :slight_smile:

Map out what you want to do and what your constraints are and I’ll see if I can be of assistance.

I don’t see any task/command to do that in the workflow. I was looking for Print, Export, Save As, or anything close. Seems that all of those functions (that are controlled by security) are not available in the Workflow. I did see an Email task - it doesn’t put the document where you want it, but it’s the only way to get them out of ECM that I can find.

I’ve not gone through the ECM Api yet, so I’m wondering if Automation Studio could be leveraged for this. the basic stuff they provide allows ECM to send to Studio and trigger a recipe, but we’d have to figure out the ECM API that Studio could call to cause ECM to Export a file. Studio won’t see your local storage or anything, so it would have to be ECM doing all the work locally.

(Is your ECM in the cloud? this might not work at all)

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Someone was saying that to use the API you needed to pay more $$$

@klincecum Thanks for the offer but I think we will have to go the Application Studio route for this one, unfortunately.

@MikeGross Our ECM is On Prem. I was having the same thoughts about having to use Automation Studio. I did look through everything I could find in ECM and didn’t see anything anywhere to export a document automatically. The only thing I could find was to export them manually (which we are already doing).

@utaylor I would suspect it would cost us something to use Automation Studio. Nothing comes free :wink:

Well I was saying to use the API for ECM.

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here:

Maybe it has changed, but anyways…

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This specific statement → App studio or automation studio?

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Oh geez…gonna be a longgggg day…lol! I meant Automation Studio. Time for me to go back to bed :sleeping: :rofl:

Thanks, Utah! I remember seeing this post but forgot all about it. This will come in handy for another project we are working on with drawings! I’m going to share it with one of my colleagues that is giving me a hand with ECM.

@utaylor – There are many valid reasons to want to have the ECM workflow export a document to a network drive. Some of those reasons might make “document mgmt. system” purists cringe, because exporting documents goes against the core notion of using the document mgmt. system as the sole repository.

I faced this need 2 years ago. It’s a long story too (see way below), but essentially we used DocStar IDC & ECM as an integration, or interface, mechanism to ultimately import Sales Orders (header & detail lines) into a transportation mgmt. system for the trucking industry. But we also needed to upload the Sales Order PDFs onto the Sales Orders imported into that transportation mgmt. system.

@Beth, my DocStar professional services partner / consultant told me there was no way to get the ECM workflow to export the document to the network folder. So I got creative: I had my ECM workflow e-mail the document to a new, dedicated e-mail account. Then I used a 3rd party app/service on one of our Windows servers to access e-mails in that new account and download any PDF attachments from the e-mails to a network folder. And that was NOT a one-time thing. The 3rd party app/service was scheduled to run routinely (i.e. every 5 minutes), check for new e-mails, and download any PDF attachments. The 3rd party app/service was GearMage Mail Attachment Downloader (MAD).

FYI – I wanted to use Microsoft Power Automate to do the automated downloads instead of GearMage MAD. But Power Automate seemed – out of the box – to be able only to download e-mail attachments to OneDrive, but not to Windows network folders.

Additional Explanation: For each Sales Order PDF, we used IDC’s OCR engine to strip about 14 Sales Order header fields and 6 Sales Order detail fields. Then once the document was sent to ECM, the ECM workflow called a custom SQL stored procedure to create a tab-delimited text file to import the order into the transportation mgmt. system.

But importing the Sales Order via text file was not enough. We then needed to upload the Sales Order PDF onto that imported Sales Order transaction in the transportation mgmt. system as supporting docs for customer invoices. In fact, the Sales Order PDFs were automatically appended to the customer invoices, but only if the Sales Order PDFs were uploaded (manually or automatically) to the transportation mgmt. system.

Without getting into the weeds . . . adding a link from the transaction in the transportation mgmt. system to the “source” Sales Order PDF in DocStar ECM would not suffice.

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Brother?

Chris Farley Brother GIF

Thanks, @JerseyEric !!

I have forwarded this information to my teammate who is working on this solution with me.

Beth