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FileTrak Preferences - Upstream

Nick Jones
Modified on: Thu, 5 Oct, 2023 at 9:23 AM

The VETtrak Upstream feature is an integration with the Upstream Document Management System (DMS).

Note: To use this feature you will need to have an Upstream DMS account and credentials.  Your VETtrak registration key will need to be updated with the Upstream add-on.  For information about the Upstream DMS, go to http://upstream.com.au/

To view the preferences associated with this feature choose File > Global Preferences.

Select FileTrak preferences from the Preference items list and Select the Upstream tab.


The preferences are:

 

Upstream API URL

This is the API URL address you will need to utilise the upstream integration; this is provided by the third-party document management provider Upstream.

 

Upstream API key

This is the API key required from third-party document management provider Upstream.

 

Allow Upstream files to be opened using

This setting determines how the documents will be opened when selecting them from within VETtrak.

Note: The document will be opened outside of VETtrak in either the M-Files desktop application or the M-Files web version.

 

Upstream API timeout

This value is used from the web products Trainer portal and VTDocs to control how long an API call to the Upstream API will wait before timing out on the external call.

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