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Archive forms to invoiceAgent Documents

To use this feature, you need to sign up for invoiceAgent Documents (Cloud version).

You can archive PDF files generated by SVF Cloud to a specified folder of the cloud version of invoiceAgent Documents (hereafter referred to as iA Documents). If a document with the same name exists in the archive destination folder, it will be automatically numbered and archived.

illust_invoiceAgent_202402.png

This section explains the settings required to archive documents to iA Documents.

Common to all products

This is a required procedure for all products.

Contract of iA Documents (Cloud version)

Apply to us for use of iA Documents (Cloud version).

Connect SVF Cloud to iA Documents

System administrator permission is required to configure the settings. If you have already connected SVF Cloud to iA Documents, this step is not necessary.

In SVF Cloud Manager, click icon_menu_setting.png Environment Settings - invoiceAgent tab -invoiceAgent Connection Information - User ID - icon_edit.png to configure the following settings.

Setting item

Setting

Subdomain

Subdomain of iA Documents (for example, if the login URL of iA Documents is "https://xxx.spa-cloud.com/spa/", specify "xxx")

User ID

User name and password of iA Documents

Reference

When archiving a form, the user registered here is recorded as an archive user.

Password

Create a form layout

You can create a form layout by using the form layout creation tool. See "Form output methods and form layout types" in "Create a form layout" and use the appropriate tool for the product that outputs forms.

Reference

When outputting forms in Universal Connect/X, form files on the Universal Connect/X server can also be used as form output.

SVF Cloud for Salesforce

Set SVF buttons

On the icon_menu_Button.png SVF Button Settings screen of the SVF Cloud Manager, set the following.

Setting item

Setting

Form Layout

Select the form layout (XML file)

SVF Button Information - icon_setting.png - Action tab

  • List of actions

    Select icon_invoiceAgent.png

  • Target Folder Path

    Specify the folder path to archive to (Example: /Users/local/User01/SC_linkage_receive).

    Restriction

    If you specify a folder that does not exist or has no access permission, an error occurs during archiving.

Caution

When you have changed the SVF button settings, you need to create the print button again.

Reference

The above is the minimum required settings to archive documents to iA Documents. See "2. Set SVF button in Sandbox environment" for common settings regardless of output method.

Optional settings

Configure the settings on SVF Cloud Manager. Go to the icon_menu_Button.png SVF Button Settings screen - SVF Button Information - icon_setting.png - Settings screen.

Overwrite a document with the same name

If a document with the same name exists in the archive folder, it is overwritten.

Setting item

Setting

Action tab - icon_invoiceAgent.png - Overwrite File with the Same Name

On

Write URL link of a document on iA Documents

Write URL links of a document archived in iA Documents to Salesforce records.

By setting up SAML in iA Documents, when you click the URL link, you can preview the original document without going through the iA Documents login screen. For details on SAML settings, see iA Documents "Product Guide" - "Server operation and setting" - "SAML authentication".

Setting item

Setting

Action tab - icon_invoiceAgent.png - Write URL Link to Salesforce Field

  • Select the item

  • In Salesforce Field, specify a Salesforce field (data type is URL) to write a URL link

Output multiple records with separating pages by record

When outputting multiple records, separate pages by record and output them into one PDF file.

illust_output_changeLayout_on.png

Setting item

Setting

File - Switch Form Layout

On

Output multiple records without separating

Output multiple records into one PDF file without separating them by record.

illust_output_changeLayout_off.png

Setting item

Setting

File tab - Switch Form Layout

Off

Output PDF file with document security enabled

You can specify it when the form layout is an XML file.

This restricts operations on PDF files.

Setting item

Setting

PDF tab - PDF Security Options

On (For details on each setting, see "Advanced setting items of the SVF button")

SVF Cloud WebAPI

Configure the settings in the user program to output PDF files and archive them in iA Documents. For details on the WebAPI, see "2-2 Print" in "SVF Cloud WebAPI Reference".

Universal Connect/X

Not only PDF files, but also Excel and Word files can be archived.

Configure the settings in the Universal Connect/X to output forms and archive them in iA Documents. For details on the settings, see "4.3.1. Operations and settings in Job" in "Universal Connect/X Administrator Guide".

Related information

In this section: