What is the Eigen document upload action?
Authors can use this integration node to upload a file to an Eigen project, for further processing in Eigen. The selected document will be uploaded into the Eigen project. The ID for this Eigen project needs to be provided by the author.
Please note that this is a premium feature that needs to be enabled by your dedicated customer success manager. For further information, please reach out to your BRYTER Customer Success Manager or support@bryter.io. Additional pricing may apply.
Why would you use the Eigen document upload action?
As an author, you would use this action node when your BRYTER module serves as the intake module for your playbooks, review, or due diligence work. Whenever you would like to enable your end-users to upload documents into your Eigen instance without actually accessing Eigen directly, a BRYTER module can serve as your end-user facing interface embedded into the relevant environment.
In such an intake module, you could also gather further information on the document or collect details of the end-user while the document is processed within Eigen. After Eigen has processed the document, you can guide your end-user through the review steps aided by Eigen document answers integration nodes.
How do you use the Eigen document upload action?
This integration node requires only two input values and offers one output parameter that can be referenced further down in your module. In your module, add an action node after a file upload input node and select '[NAME OF EIGEN INTEGRATION]' node from the actions list:
To upload a file to the relevant Eigen project, you need to reference the document in the field FILE (REQUIRED) and provide the PROJECT ID. To find the required project ID, open the project in Eigen and take the number sandwiched between /document_type/ and /project.
Format: {domain}.eigen.tech/document_type/{Project ID}/project
In the integration node, reference the relevant document and reference or type the Project ID into the fields:
Once your Eigen document upload node is set up, you can reference the Document ID that will be automatically provided by your Eigen instance. This output value would be used further down in your module if you want to extract information from fields in the processed Eigen document.
Input and output parameters
Input parameters |
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| Name | Type | Description |
| File | File Upload | The file in the BRYTER module to upload to Eigen |
| Project ID | Text | The ID of the Eigen project to upload the above file into. To find the required project ID in Eigen, open the project in Eigen. The format will look like this: {domain}.eigen.tech/document_type/{Project ID}/project. Your Project ID is the number sandwiched between document_type/ and /project. |
Output parameters |
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| Name | Type | Description |
| Document ID | Number | The uploaded file's Eigen document |