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Document services

Category: Tools

Version: 1.0

Last updated: April 7, 2026

Author: Any2Info

Description

The Document Services feature allows users to configure how documents are retrieved and downloaded within the platform.

A document service acts as an abstraction layer between the application and the source of the document. It determines where the file is retrieved from and how it is delivered to the user.

Document services can be used in the following components:

Fields:

  • PDF field

  • Download field

Controls:

  • PDF control

  • Download control

Each collection contains a default document service, which runs on the Any2Info webserver. When this service is used, the document download is executed directly from the Any2Info server.

For advanced use cases, it is possible to run a standalone document service on a separate server. To configure this setup, please contact: support@any2info.com

The default document service can be extended with multiple plugins, allowing different document sources and behaviors.

Configuration Options

Document services are configured via plugins. Each plugin type has its own configuration parameters.

SQL Server

Setting
Required
Description

Server name

Yes

Name of the SQL Server (including instance if applicable).

Database

Yes

Name of the database.

Username

Yes

SQL user name.

Password

Yes

SQL user password.

Table

No

Table containing the document. Not required when using a custom query.

IdHeader

Yes

Column used as unique identifier.

ExtensionHeader

Yes

Column containing the file extension.

ByteHeader

Yes

Column containing the file data (varbinary).

NameHeader

Yes

Column containing the file name.

CustomQuery

No

Custom query when data is not in a single table.

A unique identifier is always required when using this plugin.

ODBC

Setting
Required
Description

Connectionstring

Yes

ODBC connection string.

Table

No

Table containing the document.

IdHeader

Yes

Column used as unique identifier.

ExtensionHeader

Yes

Column containing the file extension.

ByteHeader

Yes

Column containing the file data.

NameHeader

Yes

Column containing the file name.

CustomQuery

No

Custom query for complex scenarios.

A unique identifier is always required when using this plugin.

Form

Setting
Required
Description

ConvertToPDF

No

Determines if the document is downloaded as PDF or Word file.

The identifier must be the Form ID.

File System

Setting
Required
Description

UseUserImpersonator

No

Enables user impersonation.

Username

No

Username for impersonation.

Password

No

Password for impersonation.

Domain

No

Domain for impersonation.

If impersonation is not used, the identity of the IIS Application Pool (Any2InfoAppsService) is used.

This plugin supports downloading files from:

  • Local server file system

  • Network shares accessible by the server

Dataflow

Setting
Required
Description

DatahubId

Yes

The DataHub to use.

IdParameter

Yes

Parameter name containing the file identifier.

DataflowEvent

Yes

EventReceived trigger name.

ExtensionOutputParameter

Yes

Output parameter for file extension.

NameOutputParameter

Yes

Output parameter for file name.

ByteOutputParameter

Yes

Output parameter for file content.

This is the most versatile plugin and allows integration with:

  • SharePoint

  • REST APIs

  • External systems via DataHub

Input / Output

Direction
Type
Description

Input

Identifier

Unique identifier used to retrieve the file.

Output

File

File stream including name, extension, and content.

The required identifier depends on the selected plugin.

Usage

Configuration

Document services can be configured via:

Tools → DocumentServices

Steps to configure a plugin:

  1. Select the ellipsis (...) next to the default service

  2. Choose New plugin

  3. Provide a name (e.g. Download instruction (file share))

  4. Save the plugin

  5. Locate the plugin in the tree structure

  6. Select the ellipsis (...) on the plugin

  7. Choose Configure

  8. Select the plugin type

  9. Configure the required parameters

Assigning a Document Service

After configuration:

  • Select the document service in the Document service property of a field or control

  • Provide a File identifier:

    • Static value

    • Or mapped dynamically

Tips & Best Practices

  • Always ensure a unique identifier is available for the selected plugin

  • When using a PDF field or control, ensure the file is a valid PDF

    • Otherwise, no pages will be displayed

  • Use the Dataflow plugin for maximum flexibility and external integrations

  • Use custom queries when document metadata is spread across multiple tables

Errors & Troubleshooting

Error
Meaning
Solution

File not found

Identifier does not match any record

Verify identifier value and mapping

Invalid PDF

File is not a valid PDF

Ensure correct file type is returned

Connection failed

Database or ODBC connection issue

Verify connection settings and credentials

Access denied

File system permissions issue

Check impersonation or application pool identity

Dataflow failure

Dataflow did not return expected output

Verify event configuration and output parameters

Example Use Cases

  • Displaying employee work instructions based on production data

  • Downloading invoices or offers

  • Retrieving documents from SharePoint or external APIs

Changelog

Version
Date
Change

1.0

April 7, 2026

Initial documentation version added.

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