FileHold Setup Guide

FileHold Connector

Connect to FileHold DMS via REST API. Supports document schemas, libraries, and metadata preservation.

Overview

FileHold connector uses REST API for document enumeration by schema and library. Supports both source and target operations.

Prerequisites

FileHold Server with REST API enabled.
API credentials with library read/write access.

Configuration

Connection Fields

baseUrl
FileHold API base (required)
e.g. https://filehold.yourcompany.com/api
username / password
API credentials (required)
libraryId
Target library ID (required for ingest)

Connection Testing

Success: API authentication and library access verified.

Common Issues

Authentication failed
Verify API user permissions in FileHold admin.