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🌐 eDossier Sync with flowit

📁 Overview: What Is the eDossier Sync?

The eDossier Sync feature in flowit automates the export of completed employee reviews to your own FTP or FTPs server. This enables seamless integration with your document management system (DMS) or eDossier platform—without any manual effort.

🔄 When and How It Works

✅ What Gets Exported:

  • Reviews marked as completed in flowit.
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  • Each export includes:
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    • An XML file with metadata.
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    • The review PDF encoded in Base64.
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Example of XML structure:

xml

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<file>

<file_category>Review name</file_category>

<filename>review_name.xml</filename>

<participants>

<participant><type>REVIEWER</type><id>...</id></participant>

<participant><type>EMPLOYEE</type><id>...</id></participant>

</participants>

<export_date>01.01.2025</export_date>

<FileContentB64>...</FileContentB64>

</file>

🚫 What Is Not Exported:

  • Expired reviews that weren't marked as completed.
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  • Comments or addendums added after review completion.
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🧰 How to Set It Up

To activate and configure the feature:

  1. Go to: Admin → Settings → PDF Exports
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  2. Fill in the following fields:
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Field

Description

Review ID

Optional: Use for test exports

Service enabled

✅ Check to activate the sync service

Host

Your FTP server’s hostname (e.g., ftp.example.com)

Port

Use 21 for FTP

SSL

Enable if a secure SSL/TLS connection is required

FTP Folder

Relative upload path on your server

Username

Your FTP login username

Password

Securely stored and only used for transmission

💡 Tip: Ensure the server is reachable and credentials are valid. Contact your flowit representative if you need to whitelist IP addresses.

⚙️ Sync Options

  • Automatic Export: Reviews are exported instantly after being marked complete.
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  • Manual Sync (Admins only): Admins can trigger a one-time export of all completed reviews.

🖼 Visual Workflow

csharp

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[flowit Platform]

|

| Review marked as complete

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[PDF + XML Export Created]

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| Uploaded securely

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[Customer FTP Server]

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| Collected by IT Systems

v

[Customer DMS / eDossier]

✅ Why Use It?

  • Automates archiving of key performance data
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  • Integrates seamlessly with your internal systems
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  • Reduces manual document handling
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Ensures secure and traceable exports

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