Configuring FileBound Export Release

Overview

FileBound Export Release is an export module designed to with on-premise and Cloud based ECM systems from Upland Software.  The export module supports the FileBound ECM standards for submitting content to their ECM platform: Projects, Dividers and Separators.  The configuration consists of two tabs which need to be configured:

Both tabs need to be filled out.  With the Connection Settings tab, the password needs to be entered twice for verification purposes.  

Sample Connection Settings illustration:

For the Connection Settings tab, verify the connection occurs with FileBound by pressing the Connect FileBound DataSource.  Assuming that connection string works, you may proceed by completing the remaining setup items which include mapping FileBound Fields to the appropriate index fields in your CAPSYS document type profile definition.

Sample Connection Settings illustration: