As a FlowWright Admin User, navigate to the Administration > DMS Sources page. 

The DMS Sources page appears as shown in the example below. Here, create a configuration that links a file system provider to a file root path, thereby defining the document storage source.  

Click the “DMS Source” menu to open the “DMS Providers” page. 

The DMS Providers page appears as shown in the example below. In this version, the FlowWright providers are “AmazonS3Provider, AzureBlobProvider, AzureFileShareProvider, and DMSFileSystemProviders”. 

Select the “Actions” menu to access the “Create, Edit, Copy, and Remove” options. 

Select the “View” menu to access the “With Errors and Parameters” pages. 

Select the provider from the table and click the “Export” menu to access “XML and SQL” features.

Select the “Import > XML” to add a new DMS provider. 

Select the “Utils” menu to access “Auto Detect, Auto Detect From DLL, and Auto Detect From Directory” features. Use this feature to add custom DMS Provider DLLs to FlowWright.  

Select the “Support” menu, then choose “Request Item” to find information on creating a DMS provider. 

Actions - Create.

Select Actions > Create to add a new DMS Provider. 

A configuration pop-up window appears. Enter the “name, namespace, and DLL path” as shown in the image below. Click the “Validate” button to verify the configuration. A confirmation message appears in the top-right corner. Click the “Create” button to add a new DMS Provider to the table.  

Actions - Edit.

Select a provider from the table, then click “Actions > Edit” to modify its configuration.  

A pop-up window displays the current configuration. Modify the values, then click the “Validate” button to confirm. A confirmation message appears in the top-right corner. Click the “Update” button to save your changes.

The DMS Provider DLL configuration has been updated, and a confirmation message appears in the top-right corner.  

Actions - Copy.

Select a provider in the table, then click “Actions > Copy” to duplicate the DLL Provider configuration.

A configuration pop-up window appears. Provide a new name, then click the “Copy” button. 

A copy of the DMS Provider DLL is created, and a confirmation message appears in the top-right corner. 

Actions - Remove.

Select a provider from the table, then click “Actions > Remove” to permanently delete the DLL Provider configuration.

A confirmation pop-up window appears. Click OK. 

The DMS Provider DLL is removed, and a confirmation message appears in the top-right corner. 

View - Remove.

Select a provider from the table, then click “View > With Errors” to view the DLL configuration errors. 

Any DLL configuration errors will be displayed on the same page, as shown below. Use the browser's back button to return to the previous page. 

View - Parameters.

Select a provider from the table, then click “View > Parameters” to view the DLL parameters. 

The DMS Provider DLL parameters appear in the pop-up window below. Click the “Close” button to proceed. 

Export - XML.

This feature allows DMS Providers to be exported or imported between FlowWright environments as XML files. Another feature, “Synchronization,” provides a similar function. Select a provider from the table, then click Export > XML. The XML file is downloaded to your local folder. 

The XML file extract is included below for reference. 

Export - SQL.

This feature allows DMS Providers to be exported from one FlowWright Database to another in the form of an SQL file.

Select a provider from the table, then click “Export > SQL”. The SQL file will be downloaded to your local folder. 

The SQL file extract is included below for reference. 

Import - XML.

This feature allows DMS Providers to be exported or imported between FlowWright environments as XML files. Another feature, “Synchronization,” provides a similar function. Select a provider from the table, then click “Import > XML”. 

A configuration pop-up window is displayed. Select the XML file from the local folder, then click the “Import” button.   

The XML file is imported, replacing the DLL with the same name. A confirmation message appears in the top-right corner.

Utils - Auto Detect.

Navigate to the “Utils > Auto Detect” menu option to identify new or modified DLLs that require manual configuration in your FlowWright environment. 

The auto-detect feature opens in a new page. The table lists the steps, their names, namespaces, and DLL paths. In this example, no DLLs are detected. 

Utils - Auto Detect From DLL.

Navigate to the “Utils > Auto Detect From DLL” menu option to identify new or modified DLLs that need manual configuration in your FlowWright environment. 

Select the custom step DLL from the drop-down list. 

Click the “Select” button to confirm the action. The DLL will be configured manually, and a confirmation message will appear in the top-right corner. 

Utils - Auto Detect From Directory.

Navigate to the “Utils > Auto Detect From DLL” menu option to identify new or modified DLLs that need manual configuration in your FlowWright environment. 

Select the directory from the drop-down list. 

Click the “Select” button to confirm the action. The DLL will be configured manually, and a confirmation message will appear in the top-right corner.  

Support - Request Item.

Navigate to “Support > Request Item” to report enhancements or issues to the FlowWright support team. 

Register on the FlowWright Atlassian site with your email address. This is FlowWright's support portal for collaboration and tracking. 

Sign up to continue. 

The FlowWright Customer Support Portal page is shown below. Click the “Suggest a new feature/improvement” link. 

On this page, provide a summary and description of the changes you'd like FlowWright to make. Attach images for additional context. Click the “Send” button to submit your suggestion. The details will be automatically emailed to the product team.  

Support - How To Create A DMS Provider.

Navigate to Support > How to Create a DMS Provider to build and configure a custom DMS Provider.  

Click the link here to view more information