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swiDOC connector for Okou

Connect swiDOC to archive, retrieve, and update metadata for legally compliant business documents.

Docs & knowledge · API Key

Use swiDOC in Okou

Use the swiDOC Compliant Archiving API to archive business documents, retrieve archived file content, read document metadata, or update document metadata and retention.

Once connected, supported swiDOC actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with swiDOC

  • Archive a document in swiDOC. Uploads consume plan storage and start asynchronous processing.
  • Read archived document metadata by ID without file content.
  • Retrieve archived document content and metadata by ID.
  • Update archived document metadata or extend its retention duration.

How the swiDOC connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect swiDOC

    Choose API Key.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect swiDOC securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • API Key

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

swiDOC connector questions

What can Okou do with swiDOC?
Connect swiDOC to archive, retrieve, and update metadata for legally compliant business documents. Documented actions include: Archive a document in swiDOC. Uploads consume plan storage and start asynchronous processing. Read archived document metadata by ID without file content.
How do I connect swiDOC to Okou?
Connect swiDOC using API Key. The connection controls which supported actions a workflow can use.
Can swiDOC run in an automated workflow?
Yes. After it is connected, supported swiDOC actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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