Attaching files to a panel source in iImport

This article shares details on how to work with files and how to upload them into iMIS.

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Note

File uploads are only compatible with iImport. Fields for file attachments cannot be added to queries and thus cannot be used in iUpdate.

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Note

iDMS must be able to access the file in order to attach the file to the panel source. The file to attach must be a publicly accessible file URL, meaning it may not be protected by a VPN or login.

Mapping

When creating a new attachment for a panel source, iDMS Import File will identify the Panel Source Field as a field you can send attachments to. Fill in the following fields:

• Required

  • File URL - This is the URL path to access the document.
  • Contact Key - The iMIS ID for the contact to associate the upload with. Does not apply if uploading files to a standalone panel.

• Optional

  • File Content Type - The file content type using the standardized MIME definitions.
    • Examples: text/plain, application/pdf, application/msword
  • File Type - The file type or extension for the file being uploaded.
    • Allowed file formats are: PDF, DOC, DOCX, XLS, XLSX, JPG, GIF, TXT
    • Max file size is: 10MB