When using Vault Loader, the Document Renditions selection lets you upload renditions and associate them with existing documents. This is only available when you select the Document Migration Mode checkbox. You can also update or re-render existing document renditions in bulk.
How to Load Document Renditions
Before loading document renditions:
- If you are adding document renditions, upload the rendition files to the staging server.
- Prepare the CSV input file containing document field names and values.
To load document renditions:
- In the left panel of the Loader tab, click Load.
- For the CSV File, click Choose and select the CSV input file.
- In the Object Type picklist, select Document Renditions.
- In the Action Type picklist, select Create or Update. For the Update action, Vault Loader only re-renders documents that meet the proper eligibility criteria.
- In the Key Field drop-down, select the ID field. This option is only required for the Update action.
- Click Start Load.
Vault begins processing the request. When finished, you’ll receive a Vault notification and email with request details and CSV output files.
Document Eligibility Criteria
The Update action will only process documents that meet the following criteria:
- The document has been assigned a different Rendition Profile.
- The Rendition Profile associated with the document has been modified.
- Optical Character Recognition (OCR) functionality has been enhanced.
Preparing the CSV Input File
Creating Document Renditions
Each row in the CSV should represent a new rendition. The following column headers are required:
- id
- file
- major_version_number__v
- minor_version_number__v
- rendition_type__v : Specifies the rendition type for the indicated file using the name value, for example, imported_rendition__c for Imported Rendition.
Updating Document Renditions
Each row in the CSV should represent an existing rendition. The following column headers are required:
- id
- major_version_number__v
- minor_version_number__v