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7.4. ClientView Submitter

Purpose & Background

The ClientView Submitter tool is used specifically for uploading Assemblies to the ClientView Portal.  If you use ClientView as your portal, there are unique requirements.  Trumpet recommends that you upload the files directly from the location where you are saving the files - typically Worldox or the Junxure file directory structure.  The ClientView Submitter tool allows you to file to the Junxure directory and publish to ClientView in one step.

Upload your Assemblies to ClientView

Note:  You can select all or a portion of the assemblies using the common Windows keyboard commands (Ctrl+A will select all the assemblies on the list.  Shift+click and Ctrl+click work in this pane as well).

Right-click and choose Send to > ClientView Publisher.


 
Load the configuration (instructions) from the Config folder by selecting Configuration > Open Configuration and selecting the appropriate file.
 
 
 
Here's a brief overview of the different fields in the ClientView Submitter Tool:
 
 Junxure DB URL - This is the Junxure database instance Assemblage is connecting to and will already be configured.
 
Junxure ID - The ID of the recipient for the Assembly.  When highlighting an entry in the Items to Process list, you will see the Junxure ID of the assembly highlighted.
 
File Description - the name of the file as it will appear in ClientView
 
Category - This is the folder where the assemblies will be placed in ClientView.  This allows for one level of organization of documents in the ClientView interface and is an optional setting.
 
Storage Path - this refers to the location where the files will be placed as they are submitted.
 
Publication Set - This is used to "Un-publish" documents or remove them from ClientView.  If you want to un-publish the assemblies after a period of time, you can add information to the publication set, and use that feature with the ClientView Task wizard.
 
Note:  If you do not use a Publication Set, and need to unpublish documents, you will be required to do so one client at a time.

Expiration Date - Allows you to set a date in which the documents will no longer be available in ClientView.  For example, if you'd like the assemblies to be removed from ClientView after a certain date has passed, you may do so by assigning the date in the Expiration Date field.
 
Once you have spot checked the results, you are ready to Publish the files.
 
Select all the files you wish to publish.
 
Select "Publish" in the bottom right hand corner of the screen.
 

Removing Specific Files From ClientView

If you have files in the Files To Process list that you would like to un-publish from ClientView, set the File Description to the following magic value:
 
DELETE THESE FILES
 
Select the files you wish to remove, then click the Publish button
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