About FileBound Connector

The FileBound connector is integrated with Upland FileBound. This connector supports all standard DMS connector features, including Default Profiles, Distributions, and Routing Rules. With this connector; for example, you can scan documents to FileBound from an MFP device using either a Routing Sheet or a Personal Distribution that identifies FileBound as the recipient.

For documents processed using OCR, the system will automatically store the OCR text in the FileBound document's FullText property for search and indexing.

Note: The FileBound connector requires a DMS license.

Installation and Configuration

Before adding and configuring the FileBound connector, you must already have a FileBound project (with fields, dividers, and separators) configured.

To create and configure the FileBound connector on the server

  1. Right-click Connectors on the Server Administrator tree and select New HPCR connector > FileBound. The Display Name dialog box appears.

  2. FileBound on the Server appears as the default name. Accept this or type a name for this connector in the Name box and click Next

  3. The Congratulations! dialog box appears. Click Finish

  4. The Properties for FileBound on the Server dialog box automatically appears. Type a Rest EndPoint URL (the FileBound URL address) and the associated Username and Password.
    The FileBound Rest Endpoint URL comes for your FileBound instance.

  5. Click OK.

To set up the default profile for the FileBound connector

  1. In Properties for FileBound on the Server, go to the Advanced tab.

  2. In the Default Profile Information section click the Create button. The Create Default Profile screen appears.

  3. Select the Project of interest and click Next.

  4. Enter the appropriate File values and click Next.

  5. Select a Divider and/or Separator and click Finish.

A default profile for the FileBound connector now exists. This default profile can now be used by the Server Rules engine. See About Rules for information on configuring rules.

With the FileBound connector configured on the server, you can also enable access for HP CR Desktop users in the Administrator Group Properties, as with other DMS providers.

Desktop users need to add the FileBound connector as a recipient.

To add the FileBound connector as a Desktop recipient

  1. Open the HP CR Desktop.

  2. Select Tools > Configure DMS > FileBound. The Configure FileBound screen appears.

  3. Type the same credentials (Rest EndPoint URL and associated Username and Password) as used in the steps above.

  4. Click OK to finish.