You are here:
Create and Import Documents
You can integrate a fax system with Health Cloud's Intelligent Document Automation features by creating and importing documents programmatically.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
To bring a new document into Health Cloud from an external source such as a fax system, create a Content Document record and a Received Document record. Then link the two records together with a Content Document Link record.
Health Cloud supports .pdf, .jpg, .jpeg, and .png file types.
-
Make sure your users have access to the Intelligent Document Automation features.
See Set Up Intelligent Document Automation Users for the user setup requirements.
-
Create a Content Document record.
See Inserting a New Document in the Salesforce REST API Developer Guide for instructions.This record gives you a Content Document ID.
-
Create a Received Document record.
See ReceivedDocument in the Health Cloud Developer Guide for details.
For the Name field, use the name of the uploaded content document.
- If you have the Intelligent Form Reader license, keep Disable Auto OCR = false (unchecked).
- Keep Active = true (checked).
This record gives you a Received Document ID.See the Developer Guide for other ReceivedDocument fields you can use for mapping metadata.
-
Create a Content Document Link record to join these two IDs, with the sharing mode set
to I (inferred).
See ContentDocumentLink in the Object Reference for the Salesforce Platform for details.
To optimize the operation, consider these alternative approaches:
- You can use the Composite API to create both the content document and received document records.
- If the document is under 35 MB, you can use the Composite API to create the content document record, received document record, and the content document link that joins the two records.
To further automate document processing, route received documents to different queues as they progress through your workflow.
