File Upload Gateways

This function allows you to capture documents coming from a source outside of XDOC, such as a multi-function device (copier/scanner/fax), or any method that can deliver a file to a folder on your network. (e.g. Credit, Appraisal, or Flood vendors, Fax system ). With this method, all files are delivered to a network folder that XDOC checks every 5 seconds to ingest into the system. If you have control over the file naming of these files, they can go directly into the loan and document type with no additional user intervention. For XDOC Cloud customers, contact Customer Support to set up your Gateways.  


Creating a File Upload Gateway – To add a file upload gateway, follow the instructions below

1. Click CREATE. The Gateway Editor appears

File Upload Gateway Editor

 2. Enter the initial information. Required fields are in bold:

Field Description
Gateway Type Choose "File". Other options are Email or XML Control, which are only used for very specific purposes
Gateway Name Choose a Name for your Gateway
Processing Active Determines if the Gateway actively processes files. Choose YES
Control File Profile Only used for very specialized MFD's – leave blank
Description Enter an optional description for your gateway
Project Choose the project that you want to create this Gateway for. For almost everyone it will be Loan Documents

3. Once you choose your project, another input screen will appear File Upload Gateway Selection 4. Enter the initial information. Required fields are in bold:

Field Description
Sender Source Choose the source of the files. This field only controls the icon in the Document Viewer and File Room to indicate the source of the document.
Default Document If all files will be a single document type, choose the document type from the drop down so it will be automatically indexed as such.
Default Sender Defines the identifier of the file in the File Room.
Default Batch If using Batch Processing, assigns all files entering this Gateway to the selected batch.
Relay Directory If your files are coming from an outside source, like a flood or credit vendor, it is advisable to use a relay directory where files will be placed. Enter the path for the relay directory and make sure that the IIS Identity user on the XDOC server has write access to that folder. XDOC routes files from the Relay Directory to the Inbox Directory, described below.
Inbox Directory Local folder or network share to be polled for new files. Files located in this directory are uploaded sent to the processing directory.
Processing Directory Virtual path to the temporary directory where files are moved locally for processing.
NOTE: This directory should not be located below the Inbox directory and must be located on the XDOC server.
NOTE: You must manually create all directories in order for Gateways to function.
Input File Mask Leave blank. Only for specialized uses.
Control File Extension Leave blank. Only for specialized uses. Extension used in the scan the inbox for control files. E.g.: log
Has Multiple Files Leave blank. Only for specialized uses. Used in conjunction with the control file extension. Indicates that document files exist with the same name but different extension as the control file. Usually required for most control file processing.
Fixed Input File Ext Indicates to ignore the file extension of inbox files, and reset to this value.
Requires Rendering Should always be checked.
Render in Color Will render all files in color.
Barcode Read Enables barcode reading on all files.
File Purge Days Indicates when to purge processed files from the Processing Directories.

5. When all fields are entered, click SAVE Additional Processing Capabilities for File Upload Gateways File Upload Gateways have a number of other capabilities that allow for notifications and automatic indexing of incoming files. They are:

For more information on using these features, please contact Customer Support.