Creating connection

1. With Project admin rights or higher, navigate to your Infrakit admin pages. Select "Organization" and the Add Connection

2. Start creating the connection

  • Add M-Files URL
  • Add Vault GUID
  • Add username
  • Add Password

3. M-Files views

  • Select your M-Files view 
  • Select Infrakit project where you want M-Files integration

 

 

4. Filters

  • Add filter by clicking that plus button

 

  • Select Filter type from dropdown list

 

 

  • After filter type is selected, opens option to select Lookup from dropdown list

 

5. Review and Create 

  • Here you can check that everything is correct and if so you can click that bottom check-mark and create connection. 
  • If you need to correct something click those left pointing arrows

 

6. FAQ