Is there a method to upload Document Types?

frabascallOC · 2025-03-19T09:38:34+00:00

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We want to transfer all documents from our old OnPremise server to the IDM Cloud Repository. For this, we would need to have all our definitions of document types with their corresponding attributes in the Document Management platform. We have over a hundred document types, each with their own set of attributes, so creating them manually one by one would be a tedious, time-consuming task. Is there any method, via API, say, which would allow for a massive upload of a list of document types, along with their attributes?

Thank you for your time.

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Accepted answers

Dan_Rosen

There is a feature to export/import an XML file in the admin area in the cloud version. Does this exist in the on prem version? I would think either way, you just need to create a file in that import structure. If you can export from your current one, great, but if not you can probably create a test document type and export it so you can see the format, then recreate with your data

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Dan_Rosen

frabascallOC

Thank you so much, it worked great

frabascallOC

I have a follow up question regarding the security of documents, maybe you can help once more. I have tried to add an ACL to one of the document types, limiting the roles that can acces and edit it, to then export it and reproduce its structure to be able to import rules for the rest of types, as I did for their attributes, thanks to your suggestion. However, the XML segment has an ID field that seems to be internal, as there is nothing in the role list definition that corresponds to it:

<aclModel>
<id>34</id>
<name>[Rule Name]</name>
<desc>[Rule Description]</desc>
</aclModel>

How would one go about importing new ones, just giving a random number? Is there somewhere I can see which IDs are taken?

Thanks again!