CM2SP User Manual 1.0.13

  • Updated on May 22, 2022
  • Published on Jan 17, 2022
  • 1 minute(s) read
  • Developer Account
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UPLOADING RECORDS TO SHAREPOINT

  1. Open Content Manager

  2. Tag the documents or folders you wish to upload to SharePoint. If uploading a single folder and its contents you can simply right-click on that one folder
    2022-01-17_15-29-33.png

  3. Right-click a tagged record, then select Send To -> CM2SP Launcher. Alternatively, you can press the CM2SP Launcher button from the ribbon if it has been configured
    2022-02-17_16-53-06.png

  4. CM2SP will open to the Microsoft sign-in page, sign in using your Microsoft account
    2021-08-10_12-32-43.jpg

  5. The upload page will be displayed after a successful sign-in
    2022-01-17_15-38-03.png

  6. Select a SharePoint site
    2022-01-17_15-46-32.png

  7. Select a Document Library, this is where the documents/folders will be uploaded to
    2022-01-17_15-48-10.png

  8. Select any/all of the configuration options (these are not mandatory)
    2022-01-17_15-49-12.png

FUNCTIONALITY DESCRIPTION
FINALIZE DOCUMENTS If enabled, document records are finalized after they are uploaded to SharePoint.
CLOSE FOLDERS If enabled, container records are closed after they are uploaded to SharePoint. See the CLOSE CONTAINER OPTIONS section for more information.
INCLUDE CONTAINED RECORDS If enabled, records contained within tagged container records are also uploaded to SharePoint.
INCLUDE ALT CONTAINED RECORDS If enabled, records alternatively contained within tagged container records are also uploaded to SharePoint.

  1. Specify the Content Manager fields you wish to map to SharePoint fields (skip to step 12 if you are not mapping any fields)
    2022-01-17_15-50-33.png

  2. Select a Content Manager field
    cm field.jpg

  3. Select a Sharepoint Field
    sharepoint field.jpg

  4. The mapping is added to the table
    2022-01-17_15-55-03.png

  5. Click Send
    2022-01-17_15-56-03.png

  6. After all records are successfully uploaded, a success message is shown
    2022-01-17_16-12-35.png

  7. The records will be located in the selected document library
    2022-01-17_16-15-25.png

CLOSE CONTAINER OPTIONS

If the CLOSE CONTAINER option is enabled, a window is shown to specify the close container options before the records are uploaded to SharePoint.
close.jpg

FUNCTIONALITY DESCRIPTION
FINALIZE ALL DOCUMENTS WITHIN FOLDER If enabled, all documents within the folder are finalized upon upload.
PURGE OLDER REVISIONS FOR DOCUMENTS WITHIN FOLDER If enabled, all old revisions of the documents being uploaded are removed from CM.
MARK ALL CONTENTS AS "ENCLOSED IN CONTAINER" All documents in the folder are enclosed within the container and have their home location updated.
USE A SPECIFIC CLOSE DATE Allows you to designate a specific date for the date closed.