General tab

Enter the NetDocuments service and access attributes in this tab.

Option Description
Activate Activate the component according to a condition entered in this combo box. (For more information, see Conditional fields).
Pass through

Select this option to pass the document to the subsequent components in the workflow.

This option is available only in eConnector.

NetDocuments Region

Enter the NetDocuments service host address.

The service host varies by region. You can manually enter the region if it is not in the dropdown list.

The service host address should be always starts with https:// prefix.
Token Vault URL

Enter the fully qualified Token Vault URL with port number.

Provider ID

Enter the ID of that Authorization Provider, which was set up in Token Vault to work with this AutoStore component.

Local user account

In this text box, specify a domain user account that will be used by the workflow.

The accepted format is UPN (User Principal Name) – testuser@test.domain.corp

Make sure that the account specified in this text box has completed the authorization and consent process through Token Vault. Otherwise, the component will fail to process files through this account.

You may use RRTs in this text box. When you use an RRT, make sure that it is replaced with a domain user account in UPN format; otherwise, the component will fail to process files and they will be rejected.

Repository

The repository of NetDocuments. It contains information about your account and associated users.

Click this dropdown list to re-initialize the session.